Fees

“How do I know my investment advisor isn’t biased by commission rates?”

At TriDelta we work for you. Your goals are our goals, and when you make money we make money. Our fees are a function of the amount of investment, not the type. As an independent company, we do not benefit from selling one particular product over another. Recommendations by our financial planners are based solely on your needs and preference.

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“What does it all cost?”

Research has shown that the majority of Canadians are unaware of the fees that they are charged for investment services. We believe in making it clear.

Standard Fees* (applicable to clients withup to $500,000 + in household investment assets) Preferred Fees* (applicable to clients with $500,000 + in household investment assets)
Funds Under Management Fee Funds Under Management Fee
For the first $250,000 1.95% per annum First $500,000 1.69% plus HST
For the next $250,000 1.50% per annum Next $500,000 1.35% plus HST
Next $4,000,000 0.99% plus HST
Investments in excess of $5,000,000 0.75% plus HST

* not including applicable taxes

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