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Managing costs, delivering value

WDS clients can be confident they are receiving real value for the fees they pay. It is our duty to make sure that you understand the total cost of operating your investment accounts.

How we operate

Unlike traditional brokerage firms that charge on a per transaction basis, WDS portfolio managers are compensated solely from management fees.

WDS collects management fees directly from client accounts each month. The fee amounts (plus applicable taxes) are based on a percentage of your account value. Clients can view these charges on the account statements provided by TD Waterhouse Institutional Services, where all direct costs relating to account operation are disclosed.