I hope you're doing well. I wanted to give you a quick heads-up that you’ll soon receive a letter from National Bank Financial regarding the myWealth fee schedule.

As per standard practice, any updates related to fees are communicated directly by National Bank Financial’s head office, not by our team at Silverbirch.

The letter may sound formal, but it’s simply to let you know that fees are being standardized across the board. For most clients, there will be no change. And for a small group, any adjustment will be minor. There’s nothing you need to do when you receive the letter, it’s simply for your records.

It’s also a good reminder of what’s included in your myWealth service - comprehensive financial planning, portfolio oversight, and personalized advice, all designed to support you well beyond investment management.

If you'd like a quick refresher, we have an overview of your myWealth service here:
https://www.silverbirchwm.ca/beyond-investments

As always, if you have any questions after receiving the letter, please get in touch. My team and I are here for you.