Compensation Structure

Trust comes from clear communication and integrity with your word.

Trust is part of the foundation to forging a healthy relationship between investor and advisor. It is also the first step towards building a long lasting relationship and investment strategy that aims to achieve your financial objectives.

For trust to be established it is essential that your Investment Advisor inform you on how they will be working with you and how they will be compensated.

Traditional financial advisors are often compensated by commissions that come with selling products for the fund companies they work with. This can make them biased towards selling certain products that have commission terms most in their favor and thus they may not entirely align with your needs or your investment strategy.

With the MLD Management Group we offer a tier-based system, free of commissions, that covers all aspects of Wealth Management to ensure that our recommendations are unbiased and objective. We procure investments aligned to your financial goals, and we work to negotiate the best possible rates so you can get the most optimum return.

Total Assets Under Management
Annual Fee
$500,000 to $1 million
1.65%
$1 million to $2.5 million
1.5%
$2.5 million to $5 million
1.25%
$5 million+
1.00%
Institutional
TBD

* Paid monthly

 

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The information on this web site is intended for use by persons resident in Canada. Independent Wealth Management advisors are registered with IIROC through Canaccord Genuity Corp. and operate as agents of Canaccord Genuity Corp. Canaccord Genuity Wealth Management is a division of Canaccord Genuity Corp., Member - Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.