With decades of experiences guiding their clients through the complexities of the markets, our investment advisors, above all else, take great pride in having helped countless individuals and their families structure, advise, and reach their unique financial goals.
Hitting initially defined targets and reaching those milestones is equally as important as doing so while mitigating volatility along the way, providing day-to-day financial peace of mind now, and for generations to come.
A fee-based account offers the convenience of
a predictable, all-inclusive asset-based fee.
Fee-based accounts are the preferred solution for clients who want the full benefit of direct access to a personal investment advisor, their team of associates, high-quality market insights, a slate of resources tailored to optimizing portfolio performance, and a complete range of investment opportunities supplemented by our entire capital markets team.
In addition, our fee based accounts provide clients with unimpeded access to:
- A full spectrum of highly personalized disciplines and strategies structured in lock step with the client’s defined investment objectives, risk tolerances, and time horizon.
- An all-inclusive range of account
types including cash, margin, and registered accounts including RRSP, TFSA, RESP, and RRIF. - A comprehensive suite of investment products
at their disposal such as public and private
equities, fixed-income, mutual funds, and ETF’s - Expert-led research on the economy and the global markets provided through our clearing firm, Laurentian Bank Securities, and uniquely exclusive investment opportunities identified by our capital markets team.
Transaction Based Account
No two clients are the same, and neither are their investment goals and advisory needs. With that being the case, Hampton offers our clients the flexibility to choose the type of relationship they want to have with their investment advisor, and how much involvement they would like them to have in managing their wealth.
Unlike an all-encompassing fee-based account, some client’s needs may be better suited to a transaction-based account which offers the simplicity of an a-la-carte, transaction-based, pricing model, which is implemented on a per trade bases.
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