Income is the key to reducing risk in your portfolio.

What we offer

We use a customized personal approach to investing. We actively manage your portfolio using individual investment products. We do not focus your portfolio around bulk products that group many clients together. We create a focused investment portfolio that is tailored specifically to you and your family.

What we do differently

Our team has almost 30 years in experience in the investment industry designing programs for individual investors in the Kitchener-Waterloo Area. We call this our Quality Income Solution. This has been refined over the years to provide a unique approach to investing. Our Quality Income approach is made to weather market fluctuations by generating consistent yield.

Working at Canada’s largest independent wealth management firm, we have the freedom to invest in any investment product on the market. We use investments we think will match up with you and your needs. This results in a focused and driven investment portfolio.

We provide this service for an open and transparent fee that is well below what typical mutual funds charge.

Get the attention you deserve for your future.

Train arriving, symbolizing timely insights

Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

12 November 2018
Decisions under risk
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5 November 2018
Asset allocation - Just ain't as good as it used to be
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Wooden walkway over windy field

Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.

September 2018
Cottage succession
Thinking of selling or transferring the cottage? Find out how you might do that and how taxes will affect your future plans.

View article