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Robo Advisor & Online Investment Management

We focus on creating and managing your low-cost, tax-efficient investment portfolio while you manage any other financial services you need independently. You interact with us via our online portal. This structure allows us to lower our fees leaving more of your money to grow. 

There are no account minimums for this service. 


Services Included

Investment Services

  • Low-cost, tax-efficient portfolios designed to meet your specific needs
  • Global diversification
  • Regular rebalancing
  • Dividend reinvestment plans
  • Automatic monthly contributions or withdrawals
  • Performance reporting
  • Fee reporting
  • Access to a portfolio manager when needed
  • Transfer fees charged by your current provider are reimbursed for accounts $25,000 or greater
  • We do not charge commissions or fees for transactions

Accounts types

  • Non-registered accounts: personal and corporate (including Medical Professional Corporations)
  • Tax-Free Savings Accounts (TFSA)
  • Registered Education Savings Plans (RESP)
  • Registered Retirement Savings Plans (RRSP)
  • Registered Retirement Income Funds (RRIF)
  • Locked-in Retirement Accounts (LIRA)
  • Locked-in RRSPs
  • Locked-in RRIFs
  • Trust accounts

Professional Services

  • Life and disability insurance review
  • Checklist of recommended external services you may require including:
  • Referral to a trusted fee-only financial planner
  • Referral to a trusted accounting professional
  • Referral to a trusted estate planning or corporate lawyer


Pricing

Asset LevelPolaris Management Fee
$1,000 - $100,000
0.50%
> $100,000
0.40%
> $1 million
0.30%

Embedded management fees (MERs) are additional and are charged by each fund or ETF. These MERs range from about 0.05% to 0.45% depending on portfolio construction

Pricing is based on the combined total of all accounts in your household



3-Step Process:

1. Register

Click Online Wealth Management to register and begin your journey

2. Create your Online Profile

Create your online profile, determine your risk tolerance to generate your investment portfolio

3. Meet with your online portfolio manager

Schedule an online meeting with your portfolio manager to review your profile, open your accounts and initiate transfers



Online Investment Management

 Register for Online Investment Management and create the perfect investment strategy for your goals.

Contact Us

Questions? Contact us via email, telephone or schedule a meeting.