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Contact Us

Jason McKersie
Joti Shah

Toll Free: 800-263-1883
Fax: 416-359-6535
Tel: 416-359-5619
Tel: 416-359-5634

1 First Canadian Place
39th Floor, P.O. Box 150
Toronto, ON
M5X 1H3

Other Locations

1 First Canadian Place
suite 3900
Toronto, ON
M5X 1H3

2448 Lakeshore Blvd W
Toronto, ON
M8V 1C8

Personal RRSP and Investment accounts
Corporate accounts-Linking Banking Services
Canadian and U.S Stocks, Fixed Income and Mutual Funds
Estate Planning and Insurance

Private Client Portfolio Services

Our services will appeal to those individuals who expect "exceptional service". We devote a great deal of time and attention to meeting each client's needs.

Private investors face the challenging task and responsibility of protecting and building financial assets. Our objective is to provide established wealthy families and individuals with a comprehensive range of investment management services - to help them protect and increase their wealth.

We recognize that each customer has different, unique requirements and we strive to understand our customer's attitude toward risk in order to determine the balance between high quality blue chip securities and government bonds. Our portfolios are designed to be low maintenance and comfortable to hold during the inevitable market downturns.

Our unique high-end services cannot be purchased anywhere else. We run a highly competitive, service oriented operation appealing to those individuals who want exceptional service and "peace of mind with a no surprise portfolio".