Service Commitment

As a client, you can expect:

  • Regularly scheduled office or phone meetings
  • Ongoing comprehensive file reviews
  • Wealth Management Plan—regular updates using industry leading software
  • We will provide annual tax letters, slips and notices
  • Priority response to emails & phone calls —dedicated lines to staff
  • Access to additional wealth management support
  • Proactive portfolio re-balancing
  • Holistic financial planning for immediate family members regardless of account balance
  • Preferred Pricing Reductions (for qualifying clients)
  • Market Commentary and Investment Quarterly summary (IGIM) available upon request
  • Online access to account information
  • Online access to relevant articles and communication pieces

We create Wealth Management Plans for High Net Worth Canadians so they keep more of what they earn.

Contact Us

Fust & Associates Private Wealth Management can help you figure out your next step. Contact us today to set up a confidential, no-cost, no obligation evaluation with a member of our team.

Direct: 1-204-784-4586
Toll Free: 1-866-210-8612