Investable Resources and Retirement Income
We will customize your investment portfolio to help you achieve your goals, choosing from a wide variety of “traditional” investment options, including Canadian and U.S. equities and equity derivatives, new issues, fixed income products and investment funds.
We also offer Managed Asset Programs which are designed for clients who want to delegate the day-to-day investment decision making and ongoing monitoring of the markets to the industry experts.
Your estate plan forms a key component of your overall wealth management strategy. We will help identify planning opportunities and issues, and if required, introduce experts to advise you on strategies that suit your circumstance.