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Contact Us

David Potok

Address
1 First Canadian Place
38th Floor, P.O. Box 150
Toronto, ON
M5X 1H3
Map

Our Process

It all starts with you

Our committment to you starts with the first meeting. Through an in-depth discussion, we will determine your personal financial goals and needs. After this initial consulatation, we will create an investment plan designed to meet your specific objectives. Of course, your personal situation will change over time. As a result, your investment plan will be continuously monitered and regularly reviewed to ensure it is always up to date.

Whether you are looking for a balanced investment portfolio, one structured for growth, or a portfolio that generates income, we will work with you to tailor a plan specifically designed for you.

Plan for growth: For busy investors with an active career to manage, we can produce a customized portfolio that maximizes performance of financial assets and minimizes tax liability.

Plan for security: For investors receiving funds from an estate inheritance, we can tailor a sound program to protect the initial capital and produce a satisfying income.

Plan for retirement: For investors looking for RSP/RIF advice, we can create a worry-free retirement plan.

Plan for comfort: For experienced investors who are now ready to enjoy the rewards of success, we assist in administrating your portfolio while generating income to support your lifestyle.