Frequently Asked Questions

Why the name Braestone?


Our business name encompasses two things. “Brae” is a Scottish term for hillside. To us, this represents our team's ability to view the landscape from the hilltop to uncover your overall vision and goals. The “stone” is what comes next to create a solid, stable wealth plan. With this plan, we share ideas and solutions so you are confident in the foundation created to support your family today and into the future.




What type of clients do you help?


Our clients range from young families just starting out, to those enjoying their golden years. Where we are able to help clients the most is when they are facing major challenges or transitions in their lives. Whether they are getting married, buying a home, starting a business, retiring or find themselves on their own for the first time. It's during these times when clients need the most advice and support.




Why should we choose Braestone?


Our entire business ambition and motivation are nourished by you. Our many years of success comes from three crucial values we live by day-to-day. It’s important to us to be caring, competent and committed to each client. The more people we can support to build their foundation the better our community will be. You will be supported by a team of five financial professionals, including two Portfolio Managers and a tax and estate specialist, to address all your needs today and well into the future. We provide independent advice, selecting the stocks, ETFS and mutual funds that best meet your needs. We are also proudly affiliated with HollisWealth, a division of Industrial Alliance Securities Inc. Having the backing of a large and reputable company is of the utmost importance when it comes to our business and ensuring our clients' savings are secure.




What are your fees?


Our first meeting is always complimentary.


There is no trading fee for the buying and selling of mutual funds and GICs, and the commission for buying and selling stocks and ETFs is very competitive.


Clients with over $250k of investible assets prefer our Comprehensive Service Account where there is a very competitive flat and totally transparent fee based on a percentage of your assets. This can range from 1.5% down to 0.65%. There are no other costs or commissions for trading and this fee includes all our additional financial, tax and estate planning services.





Why the name Braestone?


Our business name encompasses two things. “Brae” is a Scottish term for hillside. To us, this represents our team's ability to view the landscape from the hilltop to uncover your overall vision and goals. The “stone” is what comes next to create a solid, stable wealth plan. With this plan, we share ideas and solutions so you are confident in the foundation created to support your family today and into the future.




What type of clients do you help?


Our clients range from young families just starting out, to those enjoying their golden years. Where we are able to help clients the most is when they are facing major challenges or transitions in their lives. Whether they are getting married, buying a home, starting a business, retiring or find themselves on their own for the first time. It's during these times when clients need the most advice and support.




Why should we choose Braestone?


Our entire business ambition and motivation are nourished by you. Our many years of success comes from three crucial values we live by day-to-day. It’s important to us to be caring, competent and committed to each client. The more people we can support to build their foundation the better our community will be. You will be supported by a team of five financial professionals, including two Portfolio Managers and a tax and estate specialist, to address all your needs today and well into the future. We provide independent advice, selecting the stocks, ETFS and mutual funds that best meet your needs. We are also proudly affiliated with HollisWealth, a division of Industrial Alliance Securities Inc. Having the backing of a large and reputable company is of the utmost importance when it comes to our business and ensuring our clients' savings are secure.




What are your fees?


Our first meeting is always complimentary.


There is no trading fee for the buying and selling of mutual funds and GICs, and the commission for buying and selling stocks and ETFs is very competitive.


Clients with over $250k of investible assets prefer our Comprehensive Service Account where there is a very competitive flat and totally transparent fee based on a percentage of your assets. This can range from 1.5% down to 0.65%. There are no other costs or commissions for trading and this fee includes all our additional financial, tax and estate planning services.





Braestone Family Wealth. 2020

HollisWealth® Disclaimer

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17345 Leslie Street, Suite 100
Newmarket, ON L3Y 0A4

info@braestonefw.com

Tel: 905-853-2789

Fax: 905-898-4878