Services And Products

Wealth Advisory Services

  • Professional, custom advice with regard to investment management including asset allocation strategies, capital preservation and income solutions
  • Discretionary or non-discretionary portfolios
  • Simple to complex financial planning assessment and solutions
  • Estate, retirement and tax planning strategies
  • Insurance needs and options

Products offered

  • Bonds/Convertible Debentures, GICs
  • Stocks
  • Mutual Funds
  • Hedge Funds
  • ETFs
  • Preferred Shares
  • New Issues
  • Derivatives
  • Insurance

Benefits of Having a Trusted Advisor

  • Peace of mind from having a plan
  • Regular contacts, reviews and follow up
  • Access to immediate advice
  • Access to a wealth of knowledge regarding RSPs, RIFs, LIFs, & TFSA accounts