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The last few years have demonstrated

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once again that markets are unpredictable. Guiding your portfolio through volatile times requires experience, patience and vigilant management. Investing involves a number of risks that are impossible to predict, knowing your tolerance to investment volatility is therefore critical towards constructing a successful portfolio.


Our process begins by

Our Investment Management Process begings by...

understanding more about you. Different people are comfortable with different levels of risk. A person's risk tolerance is the level of risk with which he or she is comfortable, so in addition to standard investment industry risk measurement questionnaires, we offer our clients a complimentary Behavioral Risk Tolerance assessment.


The results help us and you, better understand your sensitivity to volatility and serve as a valuable guide towards future decision making.


We then custom build your investment portfolio

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to meet your personal objectives. We draw upon decades of experience through a variety of market cycles, and a combination of in-house and third party analysis to construct your personal investment portfolio.

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Drawing from a variety of financial products and services

Mutual Funds | Segregated Investment Funds  |  Private Equity  | Guaranteed Investment Certificates  |  Self-Directed and Individual investment accounts

RRSPs, RRIFs and LIRAs (Locked In Accounts)  |  RESPs (Registered Education Savings Plans)  |  Payroll investment Plans (On-line Sign up)

Deferred Profit Sharing Plans  |  Group RRSPs  |  Individual Pension Plans (IPPs)


Find out more about how we can grow and sustain your wealth, with the right level of investment advice and support.

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