FAQ - Activate Wealth

Frequently Asked Questions

1. DISCOVER: We start by understanding your unique financial goals and needs, taking the time to listen and learn about what truly matters to you. This personalized discovery process sets the foundation for a strong relationship built on mutual trust. The more detailed and accurate the information you share during our discovery call, the better we can tailor our strategies to provide holistic and personalized service. Get started HERE.

2. PLAN: We utilize innovative financial tools and techniques to create a roadmap for wealth growth, risk management, and achieving your financial aspirations. This plan integrates various elements, including investment strategies, retirement planning, tax optimization, and estate planning, ensuring a holistic approach to securing your financial future.

3. ACTIVATE: With your plan in place, we take decisive action, leveraging our extensive network and expertise to implement proven strategies that help you achieve your financial goals. We continuously monitor and adjust your plan to keep you on track, giving you confidence in your financial future.

Transparency is at the core of our approach. All our clients are on the same tiered fee structure that starts at 1.50% and drops to as low as 0.50% based on total assets under management and is all-inclusive. While fees are a crucial factor in any financial decision, the research is clear on the value of advice. Here’s a breakdown of what our fees cover:

Compliance and Dealer Services

Dealer fees
Licensed advisor dues
Annual licensing costs in AB, BC, ON, and QC
Business E&O insurance
Compliance with CIRO regulations
Custodial admin fees

Portfolio Management

Quantitative, qualitative, and technical research subscriptions
Advisor and Model trading tools and subscriptions
Trading costs
Due diligence workshops

Operations and Continuous Improvement

Operating Expenses including financial planning software and CRM subscriptions
Staff salaries
Business related travel expenses
Client appreciation and marketing
Industry conferences and seminars
Continuous improvement and education

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