Is Your Portfolio
Actually Working for You?

For $750, I’ll review your existing RRSP, TFSA, and open holdings and deliver a written report on your allocation, the fees you’re paying, how diversified you are, and changes you may want to consider — within two weeks of receiving your statements. Not satisfied within 30 days? Request a refund.

What you’ll receive

A clear, written report on your actual holdings — no jargon, and no obligation to invest with us. Yours to keep and act on however you choose.

Whether your money will last through retirement
Your current asset allocation, clearly explained
The fees you’re actually paying
How diversified — or concentrated — your holdings are
Specific changes you may want to consider
Delivered within two weeks of receiving your statements

30-day guarantee. If you’re not satisfied with the written report for any reason within 30 days, request a refund.

You’ve built the accounts. Nobody has checked whether they still fit. You’re a working professional or business owner in the last stretch before retirement, and the RRSP, TFSA and Non-Registered accounts are already built. What’s missing is a clear picture: what you own, the fees you’re paying, whether the mix still suits the next ten years, and the order these accounts should be drawn on once you stop contributing and start living on them. That’s what I look at — and the $750 review puts it in writing within two weeks of receiving your statements.

"Finally, an advisor who explains things clearly and doesn't make me feel like I should already know everything. Joanne is the real deal."

Kim S. — Saskatoon, SK

Request your review

Tell us a little to begin. After you submit, we’ll email you how to send your statements securely and how to pay the $750. All fields marked ✦ are required.

First Name ✦ Please enter your first name.

Last Name ✦ Please enter your last name.

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Which accounts would you like reviewed? ✦

RRSP

TFSA

Open
Non-Registered

RRIF

LIRA
Locked-In

Other

Anything you'd like us to know? (optional)

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Request received.

Thank you, . Check your inbox — we’ve emailed you how to send your statements securely and how to pay the $750. Your written report follows within two weeks of us receiving them.

Is Your Portfolio
Actually Working for You?

A written look at what you actually own

Request your review

Request received.

Is Your PortfolioActually Working for You?

A written look at what you actually own

Request your review

Request received.

Is Your Portfolio
Actually Working for You?