Our Services

Individual Specialization & Combined Expertise

Our diverse experience and specialized skills allow us to truly provide our clients with a complete range of financial services including:

• Conservative and comprehensive financial planning
• Active investment management with a blended value, income & growth approach focused on risk management
• Investment Policy Statement creation and implementation
• Sophisticated portfolio design using individual Common Stocks, Trust Units, Exchange Traded Funds, Preferred Shares & Bonds
• Portfolio Management with selected external managers
• Discretionary Portfolio Management
• Corporate finance and venture capital opportunities
• Trading desk with experienced and active traders
• Unique and prudent option trading strategies

Regular Communication & Daily Market Assessment

Actively managing investments takes time & effort as does providing clients with the level of communication & service they deserve. With seven investment professionals working for them, we ensure client investments are closely followed, portfolio reviews are completed on a timely basis and they still receive direct contact & communication. Our commitment to regular and on-going communication has helped us build long-term relationships based on trust, integrity, and professionalism.