Logan Wealth Management

As a fee-based, non-bank wealth manager, Logan Wealth Management charges directly for asset management and financial-planning services rather than earning commissions on proprietary products. This structure removes the incentive to place client assets into internally manufactured funds that are common at Canada's big banks. The firm's independence permits open-architecture portfolio construction, sourcing from the entire market without sales quotas tied to any single asset manager.

The firm operates on a discretionary basis, meaning client portfolios are managed on an ongoing basis without requiring client approval for each individual trade. This distinguishes it from execution-only brokerage models where clients self-direct. The discretionary mandate allows the firm to rebalance across asset classes and respond to market conditions without friction.