Personal Investment Management

We engage in wealth creation and preservation through strategic use of diversification by asset class, geography, asset allocation and investment style. The professional money managers we use typically emphasize conservative investment strategies to maximize overall returns while minimizing related risk and tax liabilities.

Once you are retired and no longer accumulating capital the rules of the game change. We now have to deal with making sure your invested capital has downside protection and that you will have enough income to sustain your lifestyle and ensure you never run out of money.

Corporate Investment Management

We serve many of our client’s corporate investment needs with consideration to capital protection, liquidity, currency denomination and investment growth objectives. We can also provide Group RRSP’s and other types of pension plans.

GICs & Other Guaranteed Products
Individual Pension Plan (IPP)
Life Income Fund (LIF)
Locked In Retirement Account (LIRA)
Mutual Funds
Separately Managed Accounts
Registered Education Savings Plan (RESP)
Registered Retirement Income Fund (RRIF)
Registered Retirement Savings Plan (RRSP)
Registered Disability Savings Plan (RDSP)
Tax Assisted Investments
Tax Efficient Income Accounts
Tax Free Savings Account (TFSA)
Wrap Accounts