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Fee based investing

Are you an investor looking for sophisticated, lower-cost investment options? We can help you.

Credential Securities OnPoint Fee-Based Accounts** 

This fee-based solution will enrich your investment experience with unlimited advice from a G&F Credential Securities Investment Specialist, a predefined number of free trades annually and access to timely proprietary research—all with one transparent monthly, quarterly or annual fee. Investments available include F-Class mutual funds*, index funds*, exchange traded funds*, stocks* and bonds.*

A Credential Securities OnPoint Fee-Based Account** may be right for you if:

  1. You have a combined household minimum of $100,000 to invest.
  2. You need expert advice and long-term investment solutions.
  3. You want one comprehensive fee upfront, so you can focus on your portfolio and not on trade commissions.

Choose OnPoint Managed Portfolios*** for sophisticated, discretionary money management.

You have goals and ambitions in life—from running a business, to growing a family or enjoying retirement. As you progress towards achieving greater success, you may discover your financial situation becoming increasingly complex and demanding more of your time.  If you’re looking for a sophisticated strategy to confidently navigate investment decisions, consider OnPoint Managed Portfolios.***

This fee-based discretionary solution elevates your financial future with a professionally guided approach. For a single annual fee, you’ll receive valuable advice from your seasoned investment advisor and fully diversified institutionally managed portfolios.

In addition, you benefit from a discretionary relationship, freeing you from the day-to-day details of managing your investments. Entrust the management of your wealth portfolio to the experts who’ll look after everything according to the investment parameters you’ve set. 

Partnership

OnPoint Managed Portfolios ensures that you’re not alone on your journey towards financial success. You have a professional leading the way—your advisor. They know you well, understand your financial goals and are there to listen and give sound advice. 

Transparency

With OnPoint Managed Portfolios, you’ll see one annual fee, based on your assets, clearly displayed on your statement. This simple fee includes advisory fees, active portfolio management, transactional costs, reporting and administration fees.

Institutional investment management

With OnPoint Managed Portfolios, you'll have access to premier investment expertise. Credential has partnered with leading Canadian investment management firms to provide expert services and institutional solutions. 

The managers utilize disciplined investment approaches to exploit market opportunities. Extensive reviews and risk con­trols are in place to achieve your investment goals. These professionally managed portfolios leverage fundamental research and in-depth analytical capabilities, allowing teams of investment professionals to elaborate on strategies that underpin your investment solution. 

With OnPoint Managed Portfolios, the success of your portfolio is a primary focus. The investment managers of the program have the experience and knowledge to execute sound and objective investment decisions that minimize risk and maximize opportunities for growth. You can rest assured knowing your portfolio will be managed based on your personal objectives.

OnPoint Managed Portfolios*** is best suited to investors who: 

  1. Have a minimum of $100,000 to invest at the account level.
  2. Value expert advice – benefiting from a strong, trusting relationship with an advisor who provides personalized advice and investment solutions.
  3. Want peace of mind – freeing you from the day-to-day details of managing your investments by entrusting the management of your wealth portfolio to the experts.
  4. Prefer one comprehensive fee – knowing the predictable costs upfront will help you relax and focus on what’s important

* Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.  Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual funds, other securities and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. Mutual funds and other securities are not guaranteed, their values change frequently and past performance may not be repeated.  

** OnPoint Fee-Based Accounts are offered by Credential Securities. Mutual funds and other securities are offered through Credential Securities. Referral fees, commissions, management fees, and expenses all may be associated with managed accounts or the investments therein. Investment accounts, and the investments therein, are not insured nor guaranteed, their values change frequently and past performance may not be repeated.

***OnPoint Managed Portfolios are distributed by Credential Securities. Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Referral fees, commissions, management fees, and expenses all may be associated with managed accounts or the investments therein. Managed accounts, and the investments therein, are not insured nor guaranteed, their values change frequently and past performance may not be repeated.

​Manage your investments with OnPoint.

Talk to a G&F Credential Securities Investment advisor today.

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