Young and Frederick - ScotiaMcLeod Whitby | The Portfolio Service Package

The Portfolio Service Package

Our best value package. This level of service provides you with access to all traditional services provided by a brokerage house and augmented by the following Young & Frederick Investment Solutions services:

A Risk Tolerance assessment
Positioning within the appropriate One Strategy Portfolio System Portfolio
Quarterly Portfolio Review via telephone
Continuous Portfolio adjustment contact as and when needed
Monthly Portfolio Statements
Quarterly Newsletters
Access to Young & Frederick Investment Solutions Webpage Private Client Area.
Basic Annual Tax reporting package

This package is available at the low cost of 1% of assets under administration annually. The non registered account management portion of the fee is tax deductible and this service package allows for all account guided trading.