Here are a few of the tools available that will help us work towards achieving your goals.

Products include:

  • Stocks [Multiple Marketplace Disclosure ]
  • Preferred Shares
  • Bonds
  • Mutual funds
  • ETFs
  • Flow-Through Shares
  • Fee-based wrap program
  • Money products: savings account, GICs
  • Account types: Cash, RRSPs, RRIFs, and LIFs, RESPs, TFSA
  • Monthly savings plans
  • Systematic withdrawal plans
  • Other specialty investment products

Services include:

  • Preparation of your investment policy statement
  • Preparation and implementation of your investment strategy and portfolio
  • Portfolio monitoring and follow-ups based on a pre-determine schedule
Financial management