Our Services

We are in the business of helping clients achieve their financial goals.

Depending on your needs, we offer:

• Investment Services
  You can expect investment advice that is tailored to your setting.
  
  Our clients generally prefer income or growth investments in Canadian and US markets, with less volatility and low(er) market correlation. We offer expertise in finding suitable opportunities in:
  • Listed securities – using Raymond James, Credit Suisse or proprietary research
  • Accredited investor funds – i.e., hedge funds, private debt or equity, mortgage investment corporations (MICs), etc.
  • Separately managed accounts (SMA).
  • Private placements and structured products
    
    
• Wealth Management
  Yes - sensible investing is crucial. Yet, any strategy can easily be derailed by other factors in life such as: loss of employment, health issues, (or sudden death), legal liabilities, business continuity and taxes.
  
  To reduce financial impact, we help by providing:
  • Structure – via financial and estate planning
  • Stewardship – to ensure continuity and reduce significant risks
  • Support – perhaps in the sale of the family business

Let us know if you are interested in exploring our services further.