*
Want objective
investment advice. The foremost benefit to our clients
when
investing through
i:Partner is the removal of any perceived conflict
of interest. In a fee-based environment, our
clients are reassured that our decisions are
driven solely by investment objectives. i:Partner
positions our clients and ourselves "on
the same side of the table".
*
Have a balanced portfolio. Lower fees are charged
on fixed income and mutual fund investments.
The i:Partner Program appeals to our clients
who own a mix of fixed income and equity investments.
*
Want online access and trading capabilities. i:Partner clients receive ScotiaMcLeod’s
premium online package, including the ability
to trade equities online at a reduced commission
rate.
For one annual fee, this program offers you
a wide variety of valuable services:
* Ongoing objective advice
* Annual fee that includes all fixed
income commissions, product switching and RRSP
administrative costs
* Buy & sell decisions that are based
on your strategic needs and not on commission
costs
* Mutual funds purchases without front
end or back end load fees
* Access to highly sought-after, top ranked
research and insights
* Online access to account information,
statements, research, stock quotes and equity
trading
For a demonstration of the on-line capabilities
for i:Partner please click below:
i:Partner On-Line Demonstration
How it works: Clients are charged an annual
fee that is a percentage of the total family
assets under administration in the i:Partner
Program. This fee is assessed quarterly, based
on the average total family account balance.
In return for their fees, clients receive
a number of benefits, including a discounted
commission rate on their equity trades whether
placed online or through us.
Key Benefits: A key benefit
of our price structure is that, as the amount
of assets in your accounts
grow the percentage fee you are charged decreases.
This is just one way we reward the success
of our clients.
The i:Partner Program fee in a non-registered
portfolio may be deductible on your income
tax return as an investment consulting fee.
Please consult your tax advisor for more information.
To learn more about i:Partner please click
here:
i-Partner Overview
