For the Express service, the minimum initial amount is $1,000. Express accounts are easy to setup, have very low fees and include annual reviews with a licensed professional portfolio manager.
For our Access wealth management service, the minimum initial amount is $100,000. Access level clients get year-round access to financial professionals and receive personalized portfolios that include both stocks and funds. Please note that the minimum can include several accounts with ShariaPortfolio, (ie. Cash Account, a RRSP and a RESP). Our advisers look forward to working with you to achieve your financial goals!
