Our tried and tested portfolio approach has enabled our clients to weather four decades of "booms and busts" from the Stock Market Crash of 1987 to the Dotcom Bubble, to the Financial Crisis of 2008, to more recently COVID-19 with confidence while achieving growth. While each client's portfolio is customized to reflect their goals and objectives we strive to provide growth, income, and stability to all clients with our guiding principle of "winning by not losing".
Portfolio Management
We meticulously design each client's portfolio in alignment with their objectives, risk tolerance, and time horizon - optimizing returns and safeguarding your investments regardless of economic conditions. We take the time to understand your unique situation and distinct ambitions, then leveraging our tried and tested knowledge gained over 40 years to provide you with a personalized strategy for success.
Our investment offerings include Canadian, American, and International Equities giving clients ownership of quality companies with a long track record of growth, dividend income, and stability across various industries.
We provide diversification and income through carefully selected corporate bonds, government bonds, and GICs - lowering portfolio risk.
The implementation of alternative investments provide our clients with enhanced returns and fortified diversification. These investments can offer attractive returns that are less correlated with traditional markets.
Our clients have exclusive access to some of the world's most renown assets managers that previously were only available to an elite few.
Tax Minimization
Strategic tax minimization techniques to ensure you keep more of your investment returns, optimizing outcomes. We navigate the complex tax landscape on your behalf, reducing one of your largest expenses - tax. We ensure your investments work harder for you.
Registered Account Optimization
We guide you in making the most out of registered accounts, maximizing tax benefits to enhance your wealth accumulation. Whether you're looking to grow your assets, retire sooner, or help a loved one with their education, let us be your guide.
