Our Services

Our services are broken down into two general categories Portfolio Management and Financial planning. While we do encourage all our clients to have some form of financial plan in place, many of our clients retain our services for our expertise in Portfolio Management alone. The following is an outline of the services we offer:

Portfolio Management- Since October of 2004 we have been managing and recommending our clients invest in one of our six professionally designed mutual fund portfolios. Our portfolios range from conservative to aggressive and are suitable for both registered and non-registered accounts. More detailed information on our portfolios can be found on the our portfolios page. In addition to our portfolios, we offer the following investment services;

• Individual Mutual Funds
• Mutual Fund Wrap Accounts
• 3rd party money managers
• Principal Protected Notes
• Segregated Funds (BC only)
• Life Insurance (BC only)
• Annuities (BC only)
• Flow-Through Limited Partnerships
• Guaranteed Investment Funds Contracts

We offer the following types of investment accounts:

• Registered Retirement Savings Plan
• Registered Retirement Income Fund
• Tax-Free Savings Account
• Registered Education Savings Plan
• Non-Registered Investment Accounts
• Individual Pension Plans
• Locked-In Retirement Account
• LIF
• plus many more

Financial Planning- Our services range from the simple creation of regular savings plans to the more complicated areas of strategic tax planning for individuals or businesses, as well as Estate planning. Our comprehensive planning process custom builds a plan that is created just for you and your unique situation. For more details on our Financial Planning Process, please visit our Financial Planning page.

To view our information video about the life planning process click the link below:

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