At 0.7% of Assets Under Management (AUM), we offer the most compelling value proposition to High Net Worth investors in Canada. Clients can expect to receive the attention they deserve and tailored strategies to fit with their risk tolerances and lifestyle requirements.
Integrating technology as an integral part of our business enables us to deliver our services at a fair price of 0.7% of AUM.
Our fair pricing will grant you access to a dedicated investment professional, Wisebaron's proprietary security selection process and top of the class portfolio management practice.
At Wisebaron we believe in fair pricing. Unlike our competitors, we know your wealth is anything but simple and it takes time to understand the complex nature of your financial situation. As your wealth grows, so too do the opportunities for better and more efficient tax strategies.