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Contact Us

James Peters
Rory Trueland, BA

Address
1 First Canadian Place
40th Floor
Toronto, ON
M5X 1H3
Map

Our Commitment

Our clients can expect:

A Plan- The relationship with our clients begins with the development of a financial plan analyzing their long-term financial goals. Each plan incorporates an investment strategy, and may also include retirement and estate planning if required.

Sound Advice- Supported by the BMO Nesbitt Burns' award winning research*, I draw on over 15 years of experience to advise you.

Customized Portfolio- Conservative by nature, we will structure your portfolio to achieve long-term growth without undue risk.

Competitive Fee Structure- We provide the majority of our business on a fee basis. We believe it is the most transparent way of doing business.

Accessibility and Service- We believe that our clients deserve the best service. For us this means anticipating their needs, being very accessible and assuring a prompt response by a member of our team to all client requests.

 

1* Brendan Wood International Survey
Institutional Equity Research, Sales and Training Performance in Canada, 2008 Report.