Our financial advisors come from all walks of life. With both generalists and specialists on staff, we're confident we have an Advisor that will suit your investment style.
While all of our Investment Advisors can help you take your investing to the next level, several of our Advisors have niche interests and capabilities. Are you looking for something specific like a strong financial plan, a macro strategy, or a perspective on the new issue market? We have someone that can help you out.
Our clients include private individuals, trusts, holding companies and charities, and we service all types of accounts, from straightforward cash accounts to LIRAs, RSPs, RRIFs, and RESPs.
Ask us about:
Domestic and international equity and fixed income markets
New Issues and private placements
Options, mutual funds, ETFs