Combination of brokerage and portfolio management services for affluent clients.
Minimum: $1 million per account family.
Conservative management style.
Over $1 billion in assets under management.
A Word Of Thanks We would like to thank all clients who have referred friends and colleagues to us. Our business continues to grow primarily through these referrals and your trust in the way we work together is truly appreciated. A Team With Experience - We draw on over 60 years of combined investment experience to advise clients. Investment Philosophy - Our approach is conservative. Our client's portfolios are structured to achieve long-term growth without undue risk. Sound Advice - We have the experience and the know how to provide sound advice, backed by the best research team in the business.1 Monitoring and Reporting - We keep a very close eye on our client's portfolios. We issue a quarterly report to our clients - it reports on market performance as well as our investments and includes suggested strategies.
Languages Spoken English, French, Spanish
12014 Greenwich Leaders: Canadian Equities, rapport 2014.