Our fees
We earn our fees by proving to clients that our counsel leads to better decisions that result in greater, more resilient wealth.
A great deal of what we do is included in your engagement with us.
We’re not on the clock, and we welcome a call from the hockey rink, or on a long drive, just shoot the breeze about money and life. Frankly, it’s casual moments like these that let us really get to know each other.
Here's how it works
Insurance
When we undertake insurance planning for clients, we are paid directly by our insurance providers for placing your business. There are no additional fees, and we offer plans from multiple insurers.
Investments
Portfolio management fees apply and are disclosed as part of your personal investment management agreement.1
Third-party advisors, including lawyers and tax accountants, can bill you directly if you happen to use one of our referrals. We’re happy to share our network of specialists who share our client-service values.
The value of advice is indisputable when it comes to building wealth resilience. The value of service shows itself over the long term. Give us 20 minutes, and we’ll prove it.
[1] David Cooke Wealth Counsellors offers the services of Mark Irwin and DaVinci Capital Partners Inc. to clients as part of a retained referral agreement.