Our clients see exactly how much we earn on their investments. For our average client, that’s well over $3,000 a year, which can sometimes lead to sticker shock.
It’s helpful when we can put a dollar figure on the money we save our clients to justify our fee, so here are a few examples of money saved.
Maximizing the pension credit
Converting interest to capital gains
Motivating clients to save
Eliminating credit card debt
Unused capital losses