Our team manages investment portfolios and provides wealth management to our clients in Sidney and Victoria.  Collectively we have over 75 years of experience with investment management. 

We work with you to understand your goals, financial needs and risk tolerance.  Our recommendations are unique to you and your individual situation. 

Full service investment accounts available, including:

  •  Income Investment Accounts for tax friendly monthly income 

  •  Tax Free Savings Accounts ( TFSA )

  •  Retirement Income Funds ( RRIF )

  •  Registered Retirement Savings Plan ( RRSP )

  •  Pension Rollovers

  •  Individual Pension Plans ( IPP )

  •  Stocks, Bonds, GICs, Mutual funds, Closed-End Funds, ETFs, New Issues, Private Placements, Limited Partnerships and
     Flow Through Shares

  •  Separately Managed Accounts – Managed by some of the top investment managers in Canada

  •  Suitable for investors with $300,000 or more available for investment

  •  Accounts are available on a commission or a fee basis.

 

Retirement and Financial Planning

  •  Certified Financial Planner and Professional Financial Planner on staff.

Insurance Services:

  •  Annuities

  •  Whole Life

  •  Universal Life

Insurance services are offered through Richardson GMP Insurance Services Limited in BC, AB, SK, MB, NWT, ON, QC and PEI. Additional administrative support and policy management are provided by PPI Partners.