We are a full-service independent investment dealer. We can search the world for the best solutions, with the best price.

Process: Customized Portfolio Solutions (CPS)

We will work with clients to explore all possible investment product offerings, ensure all aspects of our client’s wealth management strategy is looked after, and build out the necessary account types for our clients and their families.


Product types Account types Services
Equity / stocks Cash accounts Investment planning
Preferred shares Margin accounts Financial planning
Bonds TFSA Retirement planning
Other fixed income RSP Tax & Estate planning
Mutual funds Spousal RSP Wills
ETFs Locked-in RSP Educational planning
Money markets RESP Insurance
Private equity RDSP Business succession
Alternatives Charitable accounts  
  Corporate accounts  
  IPP corporate accounts