Our wealth management approach is built on the core pillars of transparency, integrity, and honesty. We understand the complexity that can come with financial planning, and our goal is to make it as simple and valuable as possible for you. Learn more about the key attributes of our wealth management service that distinguishes Fairwealth from the rest.
Wider Choice of Funds
Being independent, we are not tied to any particular brand. However, through Sterling Mutuals Inc., we have access to thousands of funds from all major fund families in Canada including Fidelity, Sentry, RBC, BMO, TD, Dynamic, CI, Mackenzie, Templeton and Manulife to name a few. We recommend funds solely based on their merit and suitability for your portfolio.
Fairwealth always strives to be transparent with our fees. We only offer no-load funds to our clients, meaning you do not have to worry about Deferred Sales Charges (DSC) when you sell investments. Our investments are also never locked-in. In addition, we offer very competitive fee-based portfolio management options for high-networth clients.
We provide our clients with advice that takes into account their goals and aspirations as well as their tax and other unique situations. Fairwealth is a one-stop shop for financial plans, personal tax, investments and insurance for our clients. This helps our clients to follow one integrated strategy and reduces the need to consult a multitude of finance professionals.