Take Control

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Find out if your financial advisor is working for you, or their bank!

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  • When you’re working with an advisor from a bank, you must understand that the advisor works for the bank first, and you second.
  • To ensure that you’re receiving advice that is truly in YOUR best interest, you must understand how your advisor is compensated.
  • The investment industry is infamous for making it difficult for clients to really understand what they are paying in fees.
  • Hidden fees can put an enormous dent into your retirement savings, especially when compounded over many years.
  • We can, and will, help you understand exactly what you are paying and whether your interests are being served before your advisor’s.  For a confidential evaluation, contact us using the form below.
  • This service is free for investors with portfolios in excess of $500,000.  A fee of $250 will apply to those with investment portfolios below that level, however, that fee will be reimbursed should you become a client of Inukshuk Capital Management.

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Are my interests being served before my investment advisor’s?

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to answer this question, it helps to understand the values and motivations of the entity that is providing the advice. See the comparison below.

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[av_row row_style=’avia-heading-row’][av_cell col_style=”]Typical Banks, Brokers And Managers (Investment / Wealth Advisors)[/av_cell][av_cell col_style=”]Inukshuk Capital Management
(Registered Portfolio Manager)[/av_cell][/av_row]
[av_row row_style=”][av_cell col_style=”]To secure their employment, advisors will naturally serve the desires of their employer (the banks) before their clients (you).[/av_cell][av_cell col_style=”]Loyalty – We work for YOU — not the bank. As a result, we do what’s best for your bottom line, not the bank’s.[/av_cell][/av_row]
[av_row row_style=”][av_cell col_style=”]Most financial professionals in Canada are licensed as salespeople with no fiduciary duty to clients. In fact, according to the Small Investor Protection Association, there are 121,000 people registered as financial professionals in Canada and only about 4,000 of these registered financial professionals have a fiduciary duty to their clients.[/av_cell][av_cell col_style=”]The Fiduciary Advantage – Registered Portfolio Managers have a strict fiduciary duty to serve their client’s interests before their own. A fiduciary duty is the highest responsibility and standard of care in the industry. This is a duty that we take very seriously. It means that you can be confident that we will be acting to further your goals in all we do.[/av_cell][/av_row]
[av_row row_style=”][av_cell col_style=”]Advisors are usually under great pressure by their managers to increase their fees by attempting to cross-sell additional bank products, even though they may not be in the best interest of the client.[/av_cell][av_cell col_style=”]Objective and Straight Forward – The only compensation we receive is from our clients, so we are never influenced by third-party fees and/or commissions from products that may not be in your best interest.[/av_cell][/av_row]
[av_row row_style=”][av_cell col_style=”]To be licensed as an investment advisor in Canada one must pass the ubiquitous Canadian Securities Course. However, an advisor’s status within their firms is primarily based on the amount of fees and commissions charged to their clients, rather than on their industry accreditation, quality of service, or performance received by the client.[/av_cell][av_cell col_style=”]Highest Competence – We are Ontario registered Portfolio Managers. The designation of Portfolio Manager denotes an individual who has extensive industry experience and has pursued and met rigorous educational standards, including the Chartered Financial Analyst credential—the industry “Gold Standard”[/av_cell][/av_row]
[av_row row_style=”][av_cell col_style=”]They tend to share as little information as possible about how they are paid ie: hidden fees, upfront fees, redemption fees, trailers fees, referral fees from selling insurance and other banking products etc. Hence the need for CRM2.[/av_cell][av_cell col_style=”]Transparency & Knowledge – Guided by an individually prepared Investment Policy Statement, our clients always know what they are invested in, what they pay and why they pay it.[/av_cell][/av_row]
[av_row row_style=”][av_cell col_style=”]As commissioned-based employees, advisors are focused on maximizing the fees they receive from their clients. As a result, they will tend to recommend investment products that pay them the most.[/av_cell][av_cell col_style=”]Low Costs – Keeping costs low is essential for the long-term success of any investment program. Working with our clients in a fiduciary capacity ensures that we are always striving to minimize costs for you.[/av_cell][/av_row]
[av_row row_style=”][av_cell col_style=”]Advisors will often push ‘buy and hold’ because it is easy to manage. They will often ignore individual clients’ unique needs due to the sheer number of clients they must manage.[/av_cell][av_cell col_style=”]Tailored Management – Our investment strategies define a portfolio that is right for you, based on rigorous research, extensive knowledge and decades of experience.[/av_cell][/av_row]
[av_row row_style=”][av_cell col_style=”]Assets held at Canadian banks are insured by the Canadian Investor Protection Fund (CIPF).[/av_cell][av_cell col_style=”]Security of Assets – Our clients’ assets are insured by the Canadian Investor Protection Fund (CIPF) and are held at the custodial arm of the National Bank of Canada.[/av_cell][/av_row]
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  • To successfully meet one’s investment goals, one must have a deep understanding of what they own, why they own it, and what it costs.
  • If you are working with an advisor from a bank, it is in your interest to have an objective review of your portfolio to ensure a) that your costs are minimized and b) that your investment holdings are appropriate given your investment time horizon and tolerance for risk.
  • Contact us for a comprehensive and objective third-party review of your investment portfolio.  As fiduciaries, you can rest assured that we will protect your interests and your privacy.
  • This service is free for investors with portfolios in excess of $500,000.  A fee of $250 will apply to those with investment portfolios below that level, however, that fee will be reimbursed should you become a client of Inukshuk Capital Management.

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About Inukshuk Capital Management (ICM)

ICM is a Portfolio Management company that offers a comprehensive wealth management service. We are here to help our clients with all facets of investing, the key of which is to design a customized strategy to help them achieve their financial goals. In all matters, we put our clients interests first.

The Inukshuk team is a dedicated group of professionals with vast experience across the financial industry. Each member of the team believes in our mission to provide our clients with a simple but revolutionary approach to wealth management: transparent, professional service at a reasonable cost.

Inukshuk Capital Management Inc. is incorporated under the laws of Canada and is registered as an Investment Fund Manager, Portfolio Manager and Exempt Market Dealer in Ontario. ICM’s office is located in Toronto, Ontario.
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Inukshuk Capital Management Inc. is incorporated under the laws of Canada and is registered as an Investment Fund Manager, Portfolio Manager and Exempt Market Dealer in Ontario.

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