Investment Management
- Personalized Discretionary
- Management
- Technical Analysis
- Manager Selection & Monitoring
- Customized Security Selection
- Tax efficient Investing
- Risk Management
- Structured Investments
- Continuous Security Monitoring
- Economic & Market Research
- Asset Diversification
Wealth Management
- Retirement Planning
- Estate Planning Service
- Insurance Planning
- Trust Planning Services
- Tax Planning
- Legal / Accounting Collaboration
- Continuous Security Monitoring
- Planned / Charitable Giving
Behavioural
- Clearly understanding your life goals
- Managing your fears
- Understanding family dynamics
- Listening to you
- Educating you
- Helping you avoid costly mistakes
- Helping you make rational decisions
- Providing unbiased opinions
Client Care
- Quarterly Portfolio Review
- Year End Tax Reporting
- Online Access to Accounts 24/7
- Trading and Client Inquiries
- Monthly / E-Statements
- Client Update Newsletter
- Registered Plans Administration
- Direct Access to your Advisor