Our Services

Portfolio Management

  • Discretionary Management of your portfolio(s) with family pricing available.
  • Traditional brokerage services including the Purchase and Sale of Equity & Fixed Income securities, Covered Equity Options and Guaranteed Investments.

Financial & Retirement Planning

  • Collaboration with a Financial Planner, Tax Lawyer and Accountant to help you identify, plan and execute a strategy that meets your objectives.

Risk Management

  • Evaluation of your current insurance coverage.
  • Completion of  Need Analysis to ensure that you are adequately covered.
  • Service offered by our Insurance Specialist. 

Banking Services

  • Revision of your current banking package(s) for Personal and Business.
  • Attractive offers for Bank Accounts, Mortgage Rates, Lines of Credit and Corporate Banking services.
  • Collaboration with our partners at the National Bank. 

Sale or Transfer of Business

  • Collaboration between our team, a Certified Business Valuator, Tax Lawyer, Commercial Banker and Accountant to ensure the optimal sale/transfer of your business or professional practice.