Private Investment Counsel Through Referral Agreement

We believe that private investment counsel provides options for managing a properly diversified portfolio in a style that is not typically available.

Some of the advantages are:

1. Access to institutional management firms
2. Disciplined enforcement of individual Investment Policy Statement (IPS)
3. Lower transparent management fees.
4. More access to portfolio manager
5. Potential deductibility of management fees on non-registered accounts
6. More professional reporting

Private Investment Counsel Through Referral Agreement

We believe that private investment counsel provides options for managing a properly diversified portfolio in a style that is not typically available.

Some of the advantages are:

1. Access to institutional management firms
2. Disciplined enforcement of individual Investment Policy Statement (IPS)
3. Lower transparent management fees.
4. More access to portfolio manager
5. Potential deductibility of management fees on non-registered accounts
6. More professional reporting