The reason one seeks professional asset management instead of doing it all on his/her own, is for the benefit of a disciplined and well-structured approach. This is exactly the value Grace Wealth brings to you, professional management. We are not looking for short term extraordinary gains, but seeking long-term consistent returns with a focus of minimizing volatility. With the various tools available, we build a portfolio that would best match your objectives and risk tolerance.
|Eligible Account types||Cash, RRSP, TFSA, RESP, LIRA, RRIF, LRIF, LIF|
|Eligible Investment types||Stocks, Bonds, ETFs, mutual funds, etc.|
Financial Planning service
For anyone who would like an unbiased assessment to their financial health and receive recommendations, we provide this service. At Grace Wealth, we believe if you are serious about managing your finance, you should have access to a professional financial planner’s help at a reasonable price. There is no obligation to invest with us.
- Initial goal finding and information gathering meeting
- A comprehensive financial plan
- An investment Proposal
- Plan presentation and Q&A
Premier Investment Program -- a fee-based approach: At Grace Wealth, we believe the advisor’s compensation should align with our client’s interest. We are paid for growing your portfolio, not by generating more transactions. Our securities dealer Manulife Securities has developed the Premier Investment Program. It provides transparency, flexibility, and tax deductibility.
Our fees: (tax deductable for non-registered accounts)
|Asset Level||% fee|
|Up to $249,999||1.5%|
|$250,000 to $499,999||1.25%|
|$500,000 to $999,999||1.1%|
Financial Planning service:
- Regular price: $2200/plan
- Free-of-charge for Premier Investment Program clients