The Advisor Account

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  • Ideal for the busy executive, professional or the businessperson.
  • You will pay no commission on purchase of mutual funds and instead pay a simple annual fee, which may be tax deductible
  • MoneyWI$E Financial advisor will liase with client's banker, lawyer, accountant etc. and will negotiate for the client to get up to 1.2% off the mortgage rate, up to 4.0% off the loan rates and get you the best rates for investments, and will help with restructuring and consolidation of loans.

NOTE: This is not a discretionary account. Our fee is based on the value-added service we provide through advising you on all aspects of your financial planning, banking and referral needs.


MoneyWI$E Financial Inc. consulting fees for the Account would be 1% of the portfolio with $1,000 minimum annual fee.

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