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Portfolio Building Service
     
Model Portfolio Service – NEW!



Create your own portfolio of high quality dividend growth stocks with full dividend reinvestment plans and access to more than 500 stocks and ETFs.

Get access to our professionally constructed model portfolios, or customize your own. Invest in a diversified portfolio of ETFs with automatic trades and rebalancing.

    gp Canada's Only "Portfolio Commission"
gp Pooled Trading: $40 per Portfolio or $9.95 per Trade
gp Direct Trading: $19.95 per Trade
gp No Account Minimums and No Trade Minimums
  gp Cost effective for both large and small portfolios
gp All inclusive monthly charge
gp Use of non-proprietary, best-of-class, ETFs
gp No Account Minimums

  Scheduled Pooled Trading
 
Portfolio Trades

Order to Buy a Portfolio (any number of securities) - pay only one commission per cycle $40 flat per order

Portfolio commission is paid in Canadian dollars - even for shares traded on U.S. markets.
Purchase cycles can be set to occur Monthly, Every 2 Months, Every 3 Months, or Every 4 Months.

Single Security Trades

Purchase or sell a single security $9.95 flat per trade†

Commission is paid in the currency of the market.
†Limit of 2,000 shares per trade. For orders over 2,000 shares, an additional commission
  of $0.01 per share (for each share over 2,000) will be added to the base commission.

Dividend Reinvestment Trades

Automatic Dividend Reinvestment Trades No Commission

Automatic dividend reinvestment is provided for all securities available through the Portfolio Building Service.
Dividends are reinvested on the next scheduled Pooled Trade for each security.

More Details about Pooled Trading:

Choose eligible stocks or ETF’s from our list
Orders are transacted on a specific schedule each month
Orders may be specified in dollar amounts



  Direct Trading
 
Online Orders

Buy or sell immediately a single security $19.95 flat per trade†

All immediate trades are market orders with commission paid in the currency of the market.
†Limit of 2,000 shares per trade. For orders over 2,000 shares, an additional commission
  of $0.01 per share (for each share over 2,000) will be added to the base commission.

Telephone Orders

Buy or sell immediately a single security $43 flat per trade†

Call toll-free 1-866-644-6881 (416-595-7200 in the Greater Toronto Area) 
All immediate trades are market orders with commission paid in the currency of the market.
†Limit of 2,000 shares per trade. For orders over 2,000 shares, an additional commission
  of $0.01 per share (for each share over 2,000) will be added to the base commission.

Exercises

Orders to exercise for Rights, Warrants, and other similar instruments $29 flat per trade


  Model Portfolio Trading
 
Model Portfolio Accounts

Model Portfolio Accounts pay an all-inclusive monthly commission calculated as follows:  
   
Account Assets Less than $100,000 0.50% Annually
Account Assets Greater than $100,000 $40 per Month
   
The above amounts are in Canadian dollars and are calculated and charged monthly, in arrears. For example, for an account with $25,000 in assets the monthly charge would be $10.42 ($25,000 x 0.50% / 12) .
 
The above charges include all Pooled trading to Buy or Sell securities in the portfolio, including dividend reinvestment trades and any rebalancing trades. All Model Portfolio trades occur on a monthly basis on the scheduled Pooled Trade date for each security in the portfolio. Note that there is an additional commission of $40 to Buy or Sell on an immediate basis.
 
Does not include management fees or expenses imposed by the fund companies, all of which can be associated with ETF investments.


  Interest on Cash Balances
 
Interest will be calculated at our prevailing rates, based on the daily closing cash balance and, if payable, will be paid monthly.


  Foreign Currency Transactions
 
If you make a trade involving a security which is denominated in a currency other than the currency of the account in which the trade is to settle, or receive a payment to your account in a currency other than the currency of the account, a conversion of currency may be required. In all such transactions and at any time a conversion of currency is made, we will act as principal with you in converting the currency at rates established or determined by us. We may earn revenue, in addition to the commission applicable to such a trade, based on the spread or mark up applied by us to the spot rate charged to us when we purchase or sell currency in the market. Conversion of currency, if required, will take place on the trade or deposit date, as applicable, unless we agree otherwise.


  Fees
 
*Registered Plans (per year or part thereof)

Retirement Savings Plan Administration $75.24
LIRA/LRSP/LIF (per year or part thereof) $95.24
Retirement Income Fund $100.00
Tax Free Savings Account (TFSA) $47.62
Note: The above annual fees are waived for Model Portfolio accounts.  

*Account Withdrawal

Non-RSP $12.00
RSP $48.00
Home Buyers' Plan Withdrawal $100.00
Life Long Learning Plan Withdrawal $100.00
TFSA Withdrawal $25.00

*Account Transfer

Closure/Full Account Transfer $125.00
Partial Account Transfer
Plus selling commissions for any fractional shares.
$75.00

Contribution of a Security from a Non-RSP Account to a RSP Account or TFSA

Per Security (maximum of $29 per account) $8.00

Account Statements

Online at www.ShareOwner.com Free
Monthly Account Statement - mailed (per year or part thereof) $36.00
Copy of a Non-Current Statement $25.00

Misc.

Account Investigation Fee (per hour or part thereof) $75.00
Estate Processing Fee $150.00
Share Certificate/DRS Statement (Cdn Securities) $75.00
DRS Statement (US Securities) $75.00
Manual Order Processing fee $18.00
Non-Sufficient Funds $35.00
Unclaimed Accounts Fee
(charged annually - where the client's address is unknown or where the account is unclaimed)
$125.00
Suspended Account Fee (per year or part thereof)
(charged annually - to accounts where the client has failed, for more than one
year, to provide adequate account documentation for regulator-required information.)
$125.00

*HST/GST is added where applicable

The above fees are effective as of May 19, 2014. Fees or charges (excluding interest or commissions charged) will not be imposed or changed without 60 days written notice.



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