ETF Portfolios

Do-It-Yourself ETF Portfolio

Interested in shifting from traditional mutual funds to low-fee, index-oriented exchange-traded funds (ETFs)? If you’d like to structure an ETF portfolio for yourself, but need some guidance, we can help.

Unlike mutual funds, ETFs don’t include embedded trailer fees. Consequently, investment advisors may be unable (or unwilling) to offer ETFs to their clients. Not so at S & K! As part of our client-centred, advice-only approach, we proudly offer ETF services to:

  • Discuss your investment needs, expectations, and risk tolerance
  • Prepare an Investment Policy Statement (IPS)
  • Propose 3 suitable, easy-to-manage, low-cost ETF portfolios
  • Advise you on how to administer and maintain an ETF portfolio

Minimum $2,500 + HST



About Stewart & Kett


Stewart & Kett Financial Advisors Inc.
911- 123 Front Street West,
Toronto, Ontario,
M5J 2M2, Canada
(Adjacent to Union Station)
Phone: (416) 362-6322
Fax: (416) 362-6302