Product Description
Demonstrating our continued commitment to the Independent Financial Advisor, Canadian Western Trust offers the most cost effective Fee For Service solution in the industry. Our service includes customized fee schedules, flexible payment options and a flat annual trustee fee.
Product Information
- Customized fee schedule and flexible payment options.
- Flat annual trustee fee regardless of asset size.
- Dealer compliant friendly.
- Easy to establish new accounts or upgrade existing accounts.
- Allows for transparent disclosure of fees.
- Advisor and Dealer determine fee.
In addition to our Fee For Service model, the Independent Financial Advisor will enjoy:
- Consolidated reporting.
- 24/7 On-line access to CWeb.
- Assistance with relinquishing institution exit fees.