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We offer a superior client service commitment and a proven investment approach, which will allow you to get the most out of your investments and achieve financial security and independence.
Although specific account minimums are not mandatory, a real value added service is provided to clients with more than $250,000 in total investable assets.
Who are we?
We are a team of dedicated investment professionals, committed to understanding the needs and financial goals of our clients and using our expertise to help them achieve these goals. With over 50 years of combined investment experience and more than $200 million in assets under management, we have advised clients through both good and bad markets, and helped them stay disciplined and avoid acting on emotional urges.
Our partnership with BMO Nesbitt Burns offers you one of the best resources and solutions available to Canadian investors today.