||Ambrose Investment Counsel Ltd. has chosen TD Waterhouse Canada Inc. as custodian of client assets for its high security and excellent client service.
We will explain the detailed fee structure personally. In simple terms, the combined fee for investment management and custody is 1.5% for the first $2 million of assets under administration with a minimum of $13,500 per year. Fees decline for larger amounts. We have a special fee programme for referred clients. This is tax-deductible and excludes trading costs.
Estate (legal) and tax fees are extra and optional.