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picture of four dice with the word fees and a green arrow on them

As a financial advisor, I am compensated by charging my clients a percentage of their assets under management – the value of all of their accounts that I help manage.

In most cases, you can save about 1% by not using me. There are dozens of investment options out there that are very VERY cheap! Email me at dave@lanternwealth.ca and I would be happy to show you a few of the cheapest.

But you **𝙬𝙖𝙣𝙩** me to charge a fee!

I am incentivized by two things with this system:

1️⃣ Keeping my clients’ money growing (the more your money grows to, the more I make), and…

2️⃣ Not losing your money – I won’t take chances with your money, ‘try things’, or chase trends.

ɪ ᴛʀᴇᴀᴛ ᴍʏ ʀᴇᴛɪʀᴇᴅ ᴄʟɪᴇɴᴛꜱ’ ᴍᴏɴᴇʏ ᴛʜᴇ ᴇxᴀᴄᴛ ꜱᴀᴍᴇ ᴛʜᴀᴛ ɪ ᴛʀᴇᴀᴛ ᴍʏ ᴏᴡɴ ᴘᴀʀᴇɴᴛꜱ.

ɪ ᴛʀᴇᴀᴛ ᴍʏ ʏᴏᴜɴɢ ᴘᴀʀᴇɴᴛ ᴄʟɪᴇɴᴛꜱ’ ᴛʜᴇ ᴇxᴀᴄᴛ ꜱᴀᴍᴇ ᴛʜᴀᴛ ɪ ᴛʀᴇᴀᴛ ᴍʏ ᴏᴡɴ ᴍᴏɴᴇʏ.

𝘐𝘴 𝘵𝘩𝘦 𝘱𝘦𝘳𝘴𝘰𝘯 𝘰𝘯 𝘵𝘩𝘦 𝘪𝘯𝘵𝘦𝘳𝘯𝘦𝘵 𝘰𝘧𝘧𝘦𝘳𝘪𝘯𝘨 𝘺𝘰𝘶 𝘧𝘳𝘦𝘦 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘢𝘥𝘷𝘪𝘤𝘦 𝘢𝘴 𝘪𝘯𝘷𝘦𝘴𝘵𝘦𝘥 𝘢𝘴 𝘐 𝘸𝘰𝘶𝘭𝘥 𝘣𝘦? 𝘏𝘮𝘮𝘮….
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ᴍᴜᴛᴜᴀʟ ꜰᴜɴᴅꜱ, ᴇxᴇᴍᴘᴛ ᴍᴀʀᴋᴇᴛ ᴘʀᴏᴅᴜᴄᴛꜱ ᴀɴᴅ/ᴏʀ ᴇxᴄʜᴀɴɢᴇ ᴛʀᴀᴅᴇᴅ ꜰᴜɴᴅꜱ ᴀʀᴇ ᴏꜰꜰᴇʀᴇᴅ ᴛʜʀᴏᴜɢʜ ɪɴᴠᴇꜱᴛɪᴀ ꜰɪɴᴀɴᴄɪᴀʟ ꜱᴇʀᴠɪᴄᴇꜱ ɪɴᴄ.

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