About Macquarie

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Harp Sandhu, BA Econ., CSA

Investment Advisor

Home» Our services» My fee options

Our services

My fee options

I am pleased to offer you several options related to the cost of your ongoing wealth management, as follows:

Fee-based (a percentage of your total assets under management)
WRAP accounts (a single, fixed fee)
Transactional (a commission for each trade)

I will provide you with a high-level of understanding for each of the costing models listed above. However, only after careful review of your individual situation can I recommend a suitable wealth management model and provide specific information related to its costing.

It is important to know that all of my fees, regardless of the model chosen, will be fully disclosed and are always well within industry standards.

No entity within the Macquarie Group of Companies is registered as a bank or an authorized foreign bank in Canada under the Bank Act, S.C. 1991, c. 46 and no entity within the Macquarie Group of Companies is regulated in Canada as a financial institution, bank holding company or an insurance holding company. Macquarie Bank Limited ABN 46 008 583 542 (MBL) is a company incorporated in Australia and authorized under the Banking Act 1959 (Australia) to conduct banking business in Australia. MBL is not authorized to conduct business in Canada. No entity within the Macquarie Group of Companies other than MBL is an authorized deposit-taking institution for the purposes of the Banking Act 1959 (Australia), and their obligations do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of any other Macquarie Group company. Macquarie Private Wealth Inc. is a member of the Canadian Investor Protection Fund and IIROC.