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 - Customized Portfolio Management -

Our knowledge and insight into the stock market enables us to craft an investment portfolio uniquely tailored to you. Through ongoing collaboration and monitoring, our team is able to discover new avenues for you to invest your wealth and accomplish your goals. In addition to managing your investments, we’ll educate you on the rationale behind each investment decision so you’re well-versed in the logic of our approach.  

When you work with us, we will:

Identify Your Short- and Long-Term Objectives
As these objectives change, we’ll strategically adjust our approach according to the current state of the market so you continue to generate returns. 

Determine Your Optimal Risk Tolerance
Through a series of questions, we’ll pinpoint the exact amount of risk needed for you to achieve your goals and remain confident in our services. 

Follow a Timeline That’s Right For You
After outlining your objectives, we’ll design a strategy that aligns with your optimal timeline for achieving your returns.  

Types of accounts we use:

The following are examples of the different account types we may use as part of your plan. Whether you are saving for a child's education, or transferring in a pension plan, we've got the necessary accounts.

  • Non-registered Investment Accounts
  • Tax Free Savings Accounts
  • Registered Education Savings Plans
  • Registered Retirement Savings Plans
  • Group Retirement Savings Plans
  • Locked-in Retirement Savings Plans
  • Registered Retirement Income Fund
  • Locked-in Retirement Income Fund
  • Life Income Fund
  • Deferred Profit Sharing Plans

Please note that this list does not represent our full account availability, do not hesitate to ask if you are looking for an account type not listed above.

Investment products we use:

To ensure an appropriate investment portfolio is created, we will use a variation of investment products to make up your holdings. Below are examples of some of the products we may use:

  • Individual Securities
  • Segregated Funds
  • High Interest Savings Accounts
  • Mutual Funds
  • GICs
  • Real Estate Investment Trusts
  • Exchange Traded Funds
  • Bonds

Call 613.678.6565