Finally full discosure on fees investors pay to dealers and brokers on their investments

It has certainly been a long time coming. Not so long ago I poured over my “statements” from my financial advisor, confused about how they actually get paid and what my actual return on investment was.  Now, but the end of 2015 Dealers and Brokers are being forced, albeit kicking and screaming, to finally disclose exactly how much you are being charge for handing over your money, and prepare to be shocked.  Client Relationship Model Phase 2, (CRM2) will force the disclosure of critical, and seemingly obvious details of your investments such as money in, money out, annualized returns, and return since inception. It took me literally 10 years to realize my absolutely dismal return only after going back and checking how much I originally invested vs. what is sitting in that account today.  Is it right for the brokerage, the bank or insurance company who owns the brokerage to make money, in any market, and you may or not make any money. Should your advisor make more money on your hard earned cash than you do? absolutely not!! Fees erode your returns at an accelerated pace, and any advisor worth his salt will embrace these changes, as hidden fees have kept many in the industry employed when they shouldn’t have been. Similar laws were passed in the UK and Australia where many advisors have since left the business as they are unable to leech off of investors with “embedded commissions”. The bottom line folks, educate yourself and ask yourself is wealth planning about your wealth, or the wealth of your advisor.  Consider real estate as an alternative, the arch enemy of the financial industry and earn real, efficient, and solid returns every time.

Read the full article here



    Success Stories

  • Raleigh Square – Red Deer Alberta

    7180 Park Avenue, Red Deer, Alberta

    Purchased December 2017 for  $3,024,000 with a $2,740,000 VTB (90% for  3 years)

    Altyn Equities invested $200,000  and co-managed the venture

    Property was refinanced in September 2018 for $5,380,000, 8 months later!

    Approximately $1,000,000 invested for a value lift of over $2,350,000.

    Substantial Value increase in a short time frame by upgrading and raising rents accordingly.

    ROI: Substantial ROI - Please contact

    Sold for: Substantial - Please contact

    View Project ➝
  • Church Road – Spruce Grove

    200 Church Road, Spruce Grove, Alberta

    Will Purchase August 2018 $1,750,000 with a 75% loan @4.5% for 5 years

    Cash required $750,000

    ROI: Please contact for more information

    Sold for: Subscription filled - Currently Active

    View Project ➝
  • Mansard Terrace

    710 8th Street East, Saskatoon Saskatchewan

    Purchased October 2017 $1,470,000 with a 65% loan @3.25% for 5 years

    Cash invested $630,000

    ROI: Please contact for more information

    Sold for: Subscription filled - Currently Active

    View Project ➝
  • Marsin Apartments

    2440 Louise Avenue, Saskatoon Saskatchewan

    Purchased October 2016 $1,200,000 with a 75% loan @3% for 5 years

    Cash invested $420,000

    ROI: Please contact for more info

    Sold for: Currently Active

    View Project ➝