You could pay more, but why?

Justwealth is able to provide many of the investment services offered by financial institutions to only their wealthiest clients…
…without the high fees, conflicts of interest, or inconvenient service!

Justwealth’s low annual management fee*

Under $500,000 Pricing
Over $500,000 Pricing
*Justwealth’s management fee covers all trading, custody and annual account fees. All accounts (excluding RESPs) are subject to a minimum fee of $4.99 per month when household investments are less than $25,000. Minimum account size is $5,000. RESP accounts are subject to a minimum fee of $2.50 per month when household investments are less than $25,000 and there is no minimum account size.

The impact of fees on your investment portfolio

To see just how important fees can be, consider an investor with $100,000. A Justwealth client would pay a low, annual management fee of 0.50%, plus (on average) an additional 0.25% in ETF management fees. A typical mutual fund charges 2.20%. What would you do with the extra money?
The impact of investment fees on your portfolio

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%)

Have a question? Call us at 1.866.407.JUST

Benefits included for all Justwealth clients:

Pricing & Services
1. Dedicated Personal Portfolio Manager and support team
2. Investment Policy Statement
3. Professionally-engineered Growth, Income, Preservation and Target Date ETF portfolios
4. Tax-efficient portfolios and account structuring
5. Canadian dollar and U.S. dollar accounts
6. Ongoing portfolio management and automatic rebalancing
7. Personalized financial planning
8. Tax loss harvesting
9. Portfolio transitioning
10. Quarterly market commentary