What We Do

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Cost Analysis On Your Portfolio - We determine how much you are paying with your current portfolio.

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Alternative Portfolio Cost – We determine and present a portfolio with a similar risk reward ratio that is fully invested in low-cost, broad-market, passively-managed, ETFs and potentially GICs and compare the cost with your current portfolio.

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Assistance With Online Brokerage Set up – We ease the cumbersome and frustrating process of setting up the proper accounts with an online broker, typically with one of the big 6 banks.

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We typically do the above for a flat fee of $150.  For $150 we will have a conversation and if you choose to proceed you will end up with a low cost, fully indexed investment portfolio, and potentially GICs, in all accounts at an online brokerage of your choice.   

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Send an email to mail.byofa.com for questions or comments to get the process started.

 

What We Don’t Do

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We Don’t Manage Your Money.

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We Don’t Place Trades For You – but we will assist you with the initial trades that set up your new portfolio.