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Services and Solutions


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