Actively managed portfolios with transparent fees

Flat 0.40% Investment Management Fee

Assante Connect’s model portfolios are constructed using actively managed exchange traded funds (ETFs) issued by an affiliated fund manager, First Asset Investment Management Inc. (First Asset).
The Management Fee does not include the management expense ratio (MER), charged by exchange-traded funds “ETF” investments held in your portfolio. Portfolios are invested primarily in securities of ETFs managed by our related registrants (CI and/or First Asset). The MER of the model portfolios ranges from 0.60% to 0.70% (subject to change).
Additional services may be provided by your Assante advisor for which you may pay an annual fee of up to 1.00%. For more information please consult your Assante advisor.