Services
What we do
Portfolio Management.
Our portfolios are tailored to help you get the most out of your investments at a risk level that’s comfortable. We focus on evidence-based research & offer truly customized solutions to meet your evolving needs.
Tax-Smart Investing.
We understand taxes may be one of your largest ongoing expenses. As tax-conscious advisors, we can work with your tax specialist to help lower your taxes & manage your investments in a more tax-efficient manner.
Diversification.
Adding global exposure to your portfolio; meaning investing in financial markets outside of Canada, can help to increase returns and reduce risk. This is why we look beyond North America when designing your portfolio.
Independent Research.
Unlike some advisors, we don’t outsource the management of your portfolio to a third party or computer algorithm. Instead, every security we recommend is thoroughly vetted by our in-house team of investment professionals.
Full-Service Trading.
We know you are busy and that your time is valuable. As your trusted advisor, we provide the guidance, information, and trading tools needed to give you the confidence that you’re headed in the right direction.
IPO’s & Private Placements.
For more risk-tolerant investors, we’ll help you find the optimal mix of investments. This means investing in asset classes like private equity and private placements to help diversify your portfolio and fulfil your growth objectives.
Our fees
Fees vary with portfolio size and composition. Note that fees charged to non-registered accounts are tax deductible. To discuss if a managed account is right for you, call us at (604) 443-5419.
