Managing your wealth, with transparency, integrity and honesty...
When it comes to managing your wealth, there are several salient features that set us apart from the herd. We are proud to offer wider choices, better value and robust advice to our clients. We will not take for granted the trust placed on us by our clients. The following are some of the attributes that differentiate us 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.
Better value: We only offer no-load funds to our clients. This means clients do not have to worry about Deferred Sales Charges (DSC) when they sell their investments. Nor are their investments locked-in. Our compensation primarily derives from the trailer fees that are part of the MER charged by the fund company. We also offer very competitive fee-based portfolio management options for our high networth clients. We strive to remain transparent with our fees.
Integrated advice: We provide our clients with advice that takes into account their goals and aspirations as well as their tax and other unique situations. We offer one-stop shop for financial plans, personal tax, investments and insurance for our clients. This helps the client to follow one integrated strategy and reduces the need for them to consult a multitude of finance professionals.
Timely reporting: Through Sterling Mutuals Inc.'s robust web access, we provide 24-hour access to your portfolio so that you are always up-to-date. In addition, you can access monthly electronic statements from Sterling. Clients also get periodic reporting from fund companies.
Yes, we do provide our clients with Better Value, More Choice and Integrated Advice. Contact us today if you wish us to do a no obligation review of your investments.