I encourage my clients to work with me through The Liberty Account, Blackmont’s convenient and powerful investment platform that delivers the functionality and flexibility of a full-service brokerage account for a single, asset-based fee. A Liberty Account allows you and me to focus solely on the enhancement of your portfolio and the achievement of your financial objectives.

Rather than paying a brokerage commission each and every time your portfolio requires maintenance, the Liberty Account enables you to pay a single, competitive fee based on the asset balance in your portfolio. This establishes a shared goal — the overall enhancement of your portfolio.

Plus, there are added benefits:

• Envoy — 24/7 Internet access to account information, market data, news and investment research.
• No annual RRSP/RRIF administration charges for registered Liberty accounts that maintain a minimum balance of $100,000
• Fees used to pay for the management of non-registered investments may be fully tax deductible.*

 
*The comments contained herein are general in nature and professional advice regarding an individual’s particular tax position should be obtained in respect of any person’s specific circumstances