Glidepath Portfolio Services

Loading...

Glidepath Portfolio Services

Portfolio Management Fees

0.5%
Annual fee on assets under management billed monthly.

You are provided with an account held in your name at BBS Securities Inc., a member of the Canadian Investor Protection Fund (CIPF).

Financial Planning / Fees for Services

Professional services rendered by your Financial Planning Advisor are defined, along with the fees for those services, in a separate fee schedule offered by your Financial Planning Advisor.

Please consult your Financial Planning Advisor for their specific fees for services schedule.

Additional Fees Paid to Other Parties

Glidepath Portfolio Services has a discounted volume pricing arrangement with BBS Securities Inc. For Glidepath Portfolio Services clients, BBS Securities Inc. charges $0.01 per share for ETF trades subject to a minimum charge of $1.50 per trade.

Exchange Traded Funds (ETFs) used in the portfolios managed by Glidepath Portfolio Services have an average MER of 0.25%.

BBS Securities Inc. uses Computershare Limited ("Computershare") as the trustee for all registered accounts. Computershare charges a quarterly Trustee fee of $2.50 per registered account.

Other BBS Securities Inc. Service Charges and Registered Plan Fees may apply. For additional information please contact your participating Financial Planning Advisor. BBS Securities Inc. pricing is subject to change.

Get Started

Start your goals based investment management plan

with your Financial Planning Advisor and Portfolio Manager on Glidepath's Portfolio GPS™ platform today!

Legal Terms of Use | Privacy Policy

Glidepath Portfolio Services Inc. is registered as a Portfolio Manager under the applicable securities regulation of the Ontario Securities Commission. Customer accounts are custodied at our brokerage partner BBS Securities Inc. BBS Securities Inc. is an IIROC member firm and is a Member of the Canadian Investor Protection Fund. Customers' accounts are protected by the Canadian Investor Protection Fund for up to $1,000,000 CDN and for more information please visit www.cipf.ca. The information provided by Glidepath Portfolio Services and other sources on this website is believed to be accurate and reliable at the time of posting, however, we cannot guarantee it is accurate or complete at all times. The information provided is subject to change at any time without notice to users and the information on this site may not immediately reflect such changes. The information on this website is for information purposes only and is not intended to provide legal, accounting, tax, specific investment or financial advice and should not be relied on in that regard.

© 2018 Glidepath Portfolio Services Inc. All Rights Reserved.