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    Fee Model Solutions

     

    Transition Workshop!

     

    June 11 to 13, 2010 Niagara Falls, ON

     

     

     

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    Fee Model Solutions

     

    Transition Workshop!

     

    September 25 to 27, 2010 Banff, AB

     

     

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         2010 Fee Advisor Survey

       

           March 15 to April 15, 2010

contact us: (613) 240-8308 | question@tofeeornottofee.com

 

 

Sponsorship opportunities

Please contact Marc Lamontagne at (613) 240-8308 or marc@tofeeornottofee.com for sponsor/partner opportunities on our website, at our workshops, or in our surveys.

 

 

Recent Comments

"For an excellent reference on the subject of converting your practice to a fee-based model, I recommend the book To Fee or Not to Fee II, by Marc Lamontagne."

-George Hartman, Investment Executive

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Testimonials

“The Fee Model Solutions workshop is well delivered and well researched. I really enjoyed the input from the other participants to hear their questions, concerns, and what works for them."

-Barb Malone, The Callery Group

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