Young and Frederick - ScotiaMcLeod Whitby | Traditional Transaction Based Solutions

Traditional Transaction Based Solutions

We encourage our clients to use the service delivery package that best suits their needs. Clients often are concerned about having a fee based solution where they under utilize the account and the services offered. They fear they are paying for services not used, or worse, services not delivered as part of a fee package. At Young & Frederick Investment Solutions, we understand that not all clients are appropriate for a fee based solution. We understand that some clients want to buy and hold certain securities for the long term and have no intent on selling them and, appropriately, do not want to pay an annual fee just to own them.

As in the previous section, our three tiered solution allows our clients to select and use the tools, and only those tools that are of the most interest to them. We have ensured our transaction based clients can access the various levels of service we have to offer so they too can also enjoy the peace of mind that a well defined financial plan and portfolio management system can offer. Accordingly we are proud to offer the following client portfolio planning and management packages used in conjunction with a regular ScotiaMcLeod commission based account.

Premium Partner

The service levels, portfolio assessment and planning tools utilized in the Fee Based Premium Package form the foundation of this grouping. It provides users with a financial plan and retirements needs assessment that fits their needs. It answers 3 of the 5 critical questions clients have regarding their financial health and does so in a conclusive fashion. The premium nature of the reporting and consultation increases client confidence in the course taken and the investment strategy utilized.

This package allows for traditional brokerage based transactions to be practiced while enjoying the benefits of The One Strategy Process™. It costs 0.25% annually of assets under administration and does not include brokerage costs or annual administration fees.

Concierge Partner

This ultimate service and portfolio planning package is modeled after the Concierge Fee Based service utilized in the Fee Based Package. This account provides users with an advanced financial plan, retirement needs assessment as well as advanced estate planning, and business succession services where appropriate. It answers all 5 of the 5 critical questions clients have regarding their financial health and does so in a conclusive and comprehensive fashion. The Concierge level of reporting and consultation increases client confidence in the course taken and the investment strategy utilized. This package provides all of the information needed to assess performance and goal attainment in one easy to use reporting package. This package is perfect for and traditionally utilized by our high net worth clients and those with an appreciation for detail.

This package allows for traditional brokerage based transactions to be practiced while enjoying the maximum benefit that The One Strategy Process™ has to offer. It costs 0.35% annually of assets under administration and does not include brokerage commission costs.