Stop Paying Hidden Investment Fees!

You are likely being gouged right now, and this workshop will show you how to stop the bleeding immediately.

If you are like most Canadians, you aren’t even aware of ALL the HIDDEN FEES buried within your investment holdings…BECAUSE they are LEGALLY HIDDEN.

In this workshop, we’ll show you how to find every hidden fee in your investments, including MERs, Commissions, Trading Fees, Deferred Sales Charges, Front-End Sales Charges, Transaction fees, Administration fees, Custodial fees, and more!

Isn’t it worth 30 minutes of your time to save tens of thousands of dollars?

Why do I do this workshop, and why is it free?

In working with my planning clients, I’ve discovered that they often pay exorbitant fees and are unaware of it. I was so ashamed of these industry practices that I decided to do something about it. So, even if you never want to work with me, I still want you to come to this workshop to learn how to protect yourself from these legal shenanigans from unscrupulous advisors who hope you never look that closely.

Why are these fees legal?

They are legal as long as they are disclosed in writing as part of a prospectus or other offering document. Still, these documents are intentionally dozens or hundreds of pages long to ensure nobody reads them. If you don’t know where to look and how to find them, you’ll pay them and never know because they won’t appear on your statements. Should this be legal? NO! Not! But until the laws are changed, it is up to you to learn to protect yourself.

Isn't this stuff a bit dry for a workshop?

YES, and it will be worth every minute of your time because you will save thousands of dollars or even tens of thousands. You’ll also likely leave a bit steamed at whoever sold you all those financial products stuffed with fees. But wouldn’t you rather know? We’re talking about enough money to buy a car! Some investors pay enough hidden fees to buy a new car every year! Are you willing to walk away from that?

Do you know if I have to attend the workshop? Can you review my statements and identify my hidden fees?

Yes, I will do that for you if you wish. I will do it because I believe in giving back to the community, which is the right thing to do. I won’t even ask you to become my client—not even once. I would still suggest you go through the workshop, though, because the better you understand hidden fees and how to find them, the better off you will be forever.

What will I get from the workshop?

Our Truth in Fees Exercise will show you how to find these hidden fees in any investment product you are considering now or in the future.

You will learn about the horrific IMPACT these fees have on your ability to achieve your financial goals.

You will leave with a crystal clear picture of the FULL COSTS of every financial product you own.

You will learn the differences among “free” (hidden fees), commission-based, fee-based, and fee-only advice. (They are radically different!)

You will learn what you pay in dollars and as a percentage for each investment product.

You will learn what a “fair” fee should be for each product. (Shockingly, the answer may be ZERO!!)

Event Venue

Online