Skip Navigation

Michael Coholan

Tel: 905-685-8934
Fax: 905-685-3528
Toll Free: 1800-667-2033

Michael Coholan
Sundas Shah

Address
80 King Street West
Suite 600
St. Catharines, ON
L2R 7G1
Map

Contact Me

Our Approach

 

Our approach is different. Because our clients are different.

What is most important to you? Your Investment Advisor will tailor a solution specifically for you, to maximize opportunities and mitigate potential challenges down the road. We apply disciplined, holistic, transparent and independent guidance, maintaining open and regular collaborative lines of communication, listening to you, and keeping you informed.
 
Your investment advisor and their specialized team of experts are here to understand your life priorities and deliver on our commitment to:
 
  Assess your financial goals and level of risk tolerance

 Develop a strategic and effective in-depth plan based on your current financial picture

 Put your customized investment plan into action

  Monitoring its progress over both the short and long term, with a responsibility to keep you informed 

   Meet at your desired frequency to review your portfolio, re-evaluate and re-balance where necessary