As Fee Only financial advisors, Macdonald, Shymko & Company does not attempt to fit all clients into one particular program or square box. Therefore, where clients are desirous of having our professional advice for their marketable securities portfolio, but already have an investment service provider that they wish to maintain, or the client wishes to implement portfolio decisions, we will provide investment counsel as required, subject to our hourly fees.

While we may not be able to suggest some of the investment solutions that would otherwise be available in our S.A.M. program, our independent advice will continue to provide long-term solutions for your situation based on an Asset Class Investment Strategy.

Generally in our Advisory Services relationships, we have at least an annual review of your investment portfolio and provide advice as required throughout the year.

Please note that our Investment Counsel Advisory services are only available through Macdonald, Shymko & Company Ltd.