WHO WE SERVE
Does this sound like you?
High-Income
Maximize + enjoy your wealth.
- You’re individual or household income is greater than 200k
- You want to focus on your family & career + delegate investment management
- You want to be able to grow & enjoy your wealth
Incorporated
Focus on your business.
- Your business generates over 7 figures of revenu
- You want to focus on your business and delegate the rest
- May be planning to sell your business within the next 3-5 years
Retired
You’ve done the hard work. Now it’s our turn.
- You are happily retired with a nest egg over 250k
- You want to optimize tax + cash flow throughout your retirement
- You prefer to be travelling of golfing over managing your investments
SERVICES
FEES
UP TO 100K = 1.20%
100K TO $1M = 1.00%
$1M TO $2.5M = 0.90%
$2.5M TO $5M = 0.75%
OVER $5M = 0.50%
CHRISTIAN FOURNIER
Financial Security Advisorchristian.fournier@sfl.ca