Frequently asked questions
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We are always available by phone or email if you have questions regarding your investments. Our office is open 6:00 am to 4:00 pm (PST) Monday-Friday.
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Common shares
Preferred shares
Equity mutual funds
Warrants & options
Exchange traded funds (ETFs)
Trust units
Initial public offerings (IPOs)
Private placements
Real estate investment trusts (REITs)
Flow-through shares
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Government treasury bills & bonds
Stripped coupons & residuals
Corporate bonds & debentures
Convertible debentures
Mortgage-backed securities
Guaranteed investment certificates (GICs)
Bond & money market mutual funds
Foreign currency bonds
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Yes! In fact this is our specialty. See below for which futures & options products we offer:
Currencies
Energy
Financials
Stock indices
Metals
Lumber
Agricultural commodities
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When you open an account with us, you are given the choice on the level of discretion you grant us. We choose the investments for managed accounts, but advisory and trading accounts are also offered (which leave you in full control).
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Yes. We offer crypto ETFs which can be bought and sold just like a stock.