THE COST FOR OUR TOTAL WEALTH OFFERING

1
MPP ENGAGEMENT SUMMARY
OUR PROFESSIONAL SERVICE COMMITMENT

• Comprehensive process to understand your
• Individual goals objectives
• Time-frame for investing
• Ideal asset allocation

• Risk tolerance
• Preferred investment approach
• Financial planning objectives strategies

Discovery Process

• Determine the right fit between your financial
  needs and the professional services we offer
• Establish a client service commitment to map out
  the best way for us to work together
• Create an Investment Policy Statement that
  outlines the asset allocation and relevant
  guidelines that will govern the management of
  your portfolio.

• Create, develop coordinate wealth opportunities
  based on the complexity of your needs,
  including
• Financial planning
• Retirement planning
• Insurance planning
• Tax effective investing

Wealth Planning

• Trust and estate planning
• Private banking services
• Philanthropic giving
• Business succession planning

Discretionary Portfolio Management

• Monitor North American global economic climate
  and financial markets
• Provide analyze industry-leading research
• Review investment opportunities and make
  necessary changes on your behalf
• Enhanced rebalancing in keeping with your stated
  asset allocation

Ongoing Portfolio Review

• Ongoing post-trade monitoring on a security
  portfolio level
• Access to industry-leading trading infrastructure
  to ensure timely trade execution in order to
  capture market opportunities
• Best execution trade facilitation capabilities
• Quality reporting that meets the highest
  regulatory requirement
• Secure online access to account information
  statements
• Provide CRA reporting and tax slips for
  registered accounts

Investment Management Trade Execution

• Ongoing portfolio oversight
• Increased due diligence
• Portfolio asset allocation reviews
• Evaluate suitability of each security for your
  investment objectives and risk tolerance

Risk Monitoring
THE COST FOR OUR TOTAL WEALTH OFFERING
Household Portfolio Value Annual Fee
On the first 499,999 2.00
On the next 500,000 1.75
On the next 1,000,000 1.50
On the next 3,000,000 1.25
On the balance 1.00
This fee schedule is intended for illustrative
purposes only and does not necessarily indicate
the fee(s) that would be attributed to your
account.
Contact us norm.beltrame_at_scotiamcleod /
www.beltramegroup.com Or by phone Lori Black
1-800- 324-0266 / 204-946-9252