See how Smart Money's fees compare to the industry average. For a $5,000 investment, the displayed fee at Smart Money's rate of 80 basis points is $40, compared with $113 at the industry average fee. The industry average is based on the average management expense ratio of 20 of the largest balanced mutual funds in Canada. Smart Money's 80 basis point management fee does not include the blended management expense ratio of the funds used to construct portfolios, approximately 27 basis points, or trading and administrative costs paid to the custodian.

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Free Financial Tools

Free financial tools allow you to manage and review your entire financial life in one secure place. Use the tools to develop a long-term investment and saving strategy, calculate your net worth, set a budget, manage investment accounts, and plan for retirement. Sign up today to gain free access.

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Services

3 services · 2 categorys

Financial Planning Tools

Investment Portfolio Review

Personalized Portfolio Management

About

Hours and details

Smart Money Invest helps Canadians pursue their financial goals through personalized portfolio management, transparent investment reviews and secure tools for budgeting, net-worth tracking and retirement planning. Its advisory team combines personal guidance with technology to support diversified, efficiently managed portfolios.

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