An all inclusive, tax deductible portfolio management fee and/or trading commissions are the only costs associated with SIM. The fee includes the following:

• professional investment management
• safekeeping and custodial fees *
• interest and dividend collection
• quarterly personal performance review
• quarterly market commentary
• year-end capital gain/loss schedule
• monthly account statements from the custodian
• quarterly statements from SIM

The fee covers all services and may be tax deductible to Canadian taxpayers.

Please contact us for further information on our fees.


* All fees include custodial costs at custodian predetermined by SIM.