Portfolio Management

Investment objectives differ from one account to another depending on time frame, income needs, risk tolerance and tax treatment. For these reasons we offer a broad range of solutions including Managed Mutual Fund Portfolios, Guaranteed Income Funds, Principal Protected Notes, Segregated Funds, GICs and Limited Partnerships, to name a few. With access to literally thousands of different investment vehicles our research and expertise will help ensure that your investments suit your needs.

We also offer our clients the ability to invest in one of our professionally designed mutual fund portfolios that range from conservative to aggressive. Since we have no ties to any one Mutual Fund company, we search all available Canadian Mutual Fund companies when designing and managing our portfolios. The final selection of funds to be included is chosen based on performance, consistency, and correlation with the other funds in the portfolio. We constantly monitor our portfolios and make changes from time to time as opportunities arise or economic conditions change. By selecting only funds with a minimum 3-year track record and including only funds that have proven to out perform over the long-term we ensure our portfolios deliver results. Again, we back this up by providing you the ability to compare and see for yourself.

Click on a portfolio below:
Conservative
Balanced
Income Growth
Moderate Growth
Growth
Aggressive Growth