Demonstrating value through service, expertise and results. With the PPK Team, your fees are all inclusive, meaning there are no hidden fees, costs or charges.

• A non-discretionary fee based advisory program geared towards clients who value the services of an advisor and want to remain involved in the investment decision making process.
• Flexible pricing structure where the quarterly fee and trade allocation is based on the value of household assets.
• Fees include all trading commissions, product switching and administrative costs.
• Tax efficiency…potential to deduct fees in non registered accounts
• Premium online package that includes real time quotes, stock alerts and fund transfers, as well as comprehensive stock news and exclusive research.