Skip Navigation

Contact Us

Richard Veale
Paul Marcoux
Joanna Hewgill
Jimin Hong
Jessica Slater
Cosette Alward

Address
429 Elizabeth Street
Burlington, ON
L7R 2L8
Map

5. Your Portfolio

 

Your portfolio will take into consideration your risk assessment, time horizon, tax needs and cash flow requirements. These elements are part of the Investment Process which includes your Client Risk Evaluation, Asset Allocation, Macroeconomics and Investment selection