An all inclusive, tax deductible portfolio management fee and/or trading commissions are the only costs associated with SIM. The fee includes the following:

  • professional investment management
  • safekeeping and custodial fees *
  • interest and dividend collection
  • quarterly personal performance review
  • quarterly market commentary
  • year-end capital gain/loss schedule
  • monthly account statements from the custodian
  • quarterly statements from SIM

The fee covers all services and may be tax deductible to Canadian taxpayers.

Please contact us for further information on our fees.

* All fees include custodial costs at custodian predetermined by SIM.

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