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The impact of fees on your investment portfolio
Disclaimer
Both calculations assume $100,000 investment in a non-taxable account with a gross return of 6% and an annual contribution of $5,000. Average Canadian Mutual Fund Investor fee is 2.20% (Source: Investor Economics and Strategic Insight: The Investments Funds Institute of Canada May 2015) and Justwealth Investor is 0.75% (Justwealth fee of 0.50% and average ETF management fee of 0.25%)
The Justwealth difference
Honest Advice
The sole interest we have is to help you manage your wealth. All recommendations are given based on a strict due diligence process and only benefit you. We will not attempt to sell you any products, and do not earn any sales commissions or referral fees. Your Portfolio Manager can provide help with portfolio transitioning, financial planning, and tax efficient investment strategies.
Sophisticated Investing
Our highly experienced professionals have designed over 80 different investment portfolios to provide you with an ideal solution that will align with your specific investment objectives. Whether you have one investment account or many, we will create an investment plan that is right for you. To learn more, please visit our Investment Process page.
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Your security is a top priority
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CIPF Protection
Your account assets are protected by the Canadian Investor Protection Fund (CIPF) up to $1,000,000 through our custodian CI Investment Services Inc. CI Investment Services Inc. is a member of the CIPF. For more details, please review our FAQs or visit www.cipf.ca.
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