Prices

We understand the challenges that Canadian portfolio managers are facing today, and our goal is to help your Firm to become recognised by investment consultants, gain marketing advantage, and strengthen your internal controls. Our fees are ALL-INCLUSIVE with NO overtime and NO hidden charges.

Pre-Verification GIPS Consulting – starts at $2,500

Annual GIPS Verification (Pre-Verification Consulting included) – $3,900 to $9,900*

EIR Consulting with Verification – starts at $2,500

OSC/Regulatory Compliance – $75/hour

Performance analytics – $75/hour

* Fees are based on Firm’s AUM, number of composites, and segregated accounts. Performance examination is optional at $500/composite. Prices are subject to change.