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Contact Us

David Parsons
Jennifer Huycke
Sheldon Tweyman
Jaclyn Martino

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

Our Solutions

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



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



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



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



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  • 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