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Richard Veale
Joanna Hewgill
Jimin Hong
Jessica Slater
Cosette Alward
Liz Fraser

429 Elizabeth Street
Burlington, ON
L7R 2L8

2. Asset Allocation


  Proactive Asset Allocation

After we have assessed your investor profile we will employ a proactive approach to asset allocation. A sound framework is used to reduce emotional influences and make changes when appropriate.

  Secular Themes

As we see new opportunities arise in various sectors of the market we will be adopting new strategies.


We will constantly monitor your strategy to ensure it aligns with your personal or family’s financial needs.