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 December 2018
Whatever you do, don't look now
View article

3 December 2018
The biggest loser
View article

 

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.

December 2018
2018 year-end tax planning checklist
Maximize your 2018 tax-year planning with our helpful checklist – all the dates and strategies you need as we head into the final stretch of the 2018 tax year.

View article