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Contact Us

Brad Charlton
Kevin Devine
Holly Traikos
Rhonda Blanch

Address
1 First Canadian Place
38th floor, P.O. Box 150
Toronto, ON
M5X 1H3
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Client Successes



Types of clients we work best with

What type of investor are you?

 

 
  • Main goal is to grow assets
  • Has strong cash flow
  • Lacks time, expertise and/or discipline
  • Needs to develop and execute an      investment plan to reach goals

 
  • Main goal is to preserve capital
  • Looking for income and modest growth
  • Preservation of capital against erosion from inflation and taxes is top priority
  • Develop and monitor a retirement plan

  • Main goal is to provide for dependants
  • Fund children’s education
  • Develop an estate plan to take care of family members 
  • Look after ageing parents   
  • Create a business succession plan   
  • Solutions to help make charitable donations or fund an organization 
 

 Hear about what our clients are saying here