Chapter 25: Fee-Based Accounts
In this section
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Fee-Based Accounts: An In-Depth Overview for Canadian Investors
Discover how fee-based accounts differ from commission-based models, their benefits, regulatory considerations, and best practices for transparent, client-centric investment management in Canada.
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Managed Fee-Based Accounts
Explore the benefits, structures, and best practices of discretionary and non-discretionary managed fee-based accounts in Canada, including wrap accounts, SMAs, UMAs, model portfolios, and robo-advisors.
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Non-Managed Fee-Based Accounts: Understanding Cost, Control, and Suitability
Explore the features, benefits, drawbacks, and regulatory considerations of non-managed fee-based accounts in Canada, focusing on cost analysis, scope of service, and the evolving landscape under Client Focused Reforms.
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