“As portfolio manager, our management team can offer you asset management services on a discretionary basis. As a result, you can leave day-to-day investment decisions to a professional while being kept informed of changes to your portfolio through periodic communications. This privileged service allows more dynamic management of portfolios in order to meet your needs while following the highest ethical standard.”
1. Direct access to an experienced team;
2. Personal contact many times per year;
3. Detailed quarterly and annual reports;
4. Fiduciary Services (Custodial, Settlement, etc.);
5. Administration of transfers between accounts of different beneficiaries;
6. Types of accounts we process: RESP, LIRA, TFSA, RRSP, regular (non-registered), corporate, trust, delivery against payment, investment club, and limited partnership accounts.