We offer trusted guidance that is centrered around you and what you aspire to achieve. Our wealth management approach encompasses unique investment, tax and risk management strategies that individuals and families need to build a successful wealth plan. Our clients benefit from integrated and custom advice relating to the following key dimensions of your financial life:
ETFs, Mutual Funds and Stocks
ETFs, Mutual Funds and Bonds
For illustrative purposes only.
Actual allocations to asset classes may vary.
To mitigate the unavoidable fluctuations in the stock market, we adopt a diversified strategy by allocating investments across alternative asset classes including private equity, liquid alternatives, private debt, and institutional-grade real estate. With our managed accounts, clients benefit from the following:
We offer both low-cost and smart beta ETFs. These investments are a great way to reduce long-term investment cost as well as complement an actively managed investment portfolio.
Exclusive access to private investments and liquid alternatives. Being able to invest in the private markets can add further diversification to your portfolio.
Common Stock & Preferred shares, REITs, Bonds, Treasury Bills & Convertible Debentures.
Fee-based option capabilities with all of our mutual funds, which provides the ability to write off advisory fees in non registered portfolios. Access to both open and close ended mutual funds.
Real property and Real estate investment trusts (REITs).
Private Debt, GICs & GIFs, High-interest savings account, Creditor protected investments, Structured Notes
We offer permanent insurance solutions for both personal and incorporated individuals. In many cases, insurance becomes integrated into the investment management process. We work with the majority of the leading Canadian insurance companies, which allows us to find the policy best suited for you and your family.
We integrate living benefits and term insurance into our clients’ financial plan where we see fit. Some of those products include:
Our strategic partnership with Scotia Private Banking provides our clients access to strategic borrowing solutions, transactional banking support and a leading-edge concierge and travel management service. Your dedicated Private Banker and your support team are ready to ensure your needs are considered with care.
News & Insights
Signup for our Weekly Newsletter
Check back soon for quality content
