SAGE also provides an additional options writing service for non-registered accounts over $2,000,000.00. This strategy is proven to increase returns and cash flow while lowering portfolio volatility. We call this strategy “WOWS” (Writing Options With SAGE). The incremental cost of this strategy is 1.00%.
The management fee covers all discretionary portfolio management, trading, administrative, and custody expenses.
This fee is tax deductible for all non-registered assets.
Raymond James Ltd. is a member of the Canadian Investor Protection Fund.
SAGE Connected Investing
Raymond James Ltd.
525 - 8th Avenue S.W.
Suite 4100
Calgary, AB
T2P 1G1
T: 403-221-0365
TF: 1-877-737-0365
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Website legal disclaimers
Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc.
Securities-related products and services are offered through Raymond James Ltd., Member of the Canadian Investor Protection Fund.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund.
Raymond James Trust Services are offered by Raymond James Trust (Canada) in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario, and by Raymond James Trust (Québec) Ltd. in the province of Québec. Both entities are wholly owned subsidiaries of Raymond James Ltd. Trust Services are not covered by the Canadian Investor Protection Fund.
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