Home

We are committed to helping you achieve all of your financial goals

The Duffy Investment Team provides you with personalized and innovative solutions designed to meet your specific needs. We utilize a disciplined approach to building portfolios by establishing personal investment objectives, time horizons, tolerance for risk, and a systematic regular review process. This allows us to create a custom portfolio with a specific asset allocation to help grow and protect wealth. We are dedicated to ensure your portfolios are both balanced and well-diversified. We offer more than just investment advice, we can provide you access to a full range of products and services, such as:

• Financial Planning
• Customized Investment Solutions
• Advisory Managed Accounts (AMA)
• Business Succession Planning
• Will Planning
• Fee Based Accounts
• Retirement Solutions
• Estate and Tax Planning
• Charitable Giving

We have access to investment ideas and strategies to help meet the unique needs of our clients. Our in-house Investment Strategy Group specializes in reporting on:

• Canadian and U.S. Equities, Income Trusts, Exchange-Traded Funds (ETFs), Preferred Shares
• Mutual Funds, Split Shares, Closed End funds
• Taxation

We strive to build a strong relationship with every client through outstanding service, integrity and trust.