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 $10 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.

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