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David Parsons
Jennifer Huycke
Jaclyn Martino

First Canadian Place
100 King St. W, 38th Floor
Toronto, ON
M5X 1H3

Our Solutions

We offer tailored solutions to meet your needs including:
  • Portfolio Management Solutions
    Individual equities, fixed income, selection and monitoring of money managers

  • Innovative Investment Solutions
    Options strategies, active bond management, lending rates below prime

  • Asset & Income Preservation Solutions
    Insured retirement, estate preservation, critical illness & long-term care solutions

  • Estate Planning Solutions
    Spousal, testamentary & inter-vivos trusts

  • Tax Efficient Solutions
    Creating a tax-deductible mortgage, creative use of leverage (i.e. borrowing through our Private Bank to purchase policies, shorting bonds, etc.), asset swaps,
    tax-efficient security selection