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 || |