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Contact Us

Mark MacNaughton
Shane MacNaughton
Suzanne Mathieu

Tel: 306-780-9700

Address
2103-11th Ave.
Suite 1171
Regina, SK
S4P 3Z8

Other Locations

Bank of Montreal - Northgate
305 Albert Street N
Regina, Saskatchewan
S4R 3C3

Bank of Montreal - Yorkton
15 Broadway St E
Yorkton, Saskatchewan
S3N 0K2

Our Services


















Investment Management

  • With over 70 years of combined experience, our team designs and manages custom investment portfolios specific to clients unique situations, objectives and risk tolerance
  • Access to some of the world’s top institutional portfolio managers
  • Individual, joint, RRSP's, RRIF's, LIF's, TFSA's, Locked-In, corporate and holding company investment account options available
  • Stocks, bonds, GIC's, mutual funds and ETF's
  • Portfolio minimum starting at $250,000
 

Wealth and Retirement Planning

  • We take a holistic approach in working with our clients to create a custom and easy to understand road map to reach their goals
  • We work with a team of dedicated financial planners, tax, estate and will specialists to help plan even the most complex situations
 

Estate and Insurance Advisory

  • Whether the goal is estate preservation, tax minimization or business succession planning, our dedicated Insurance Advisor can provide unique insurance solutions for our clients evolving wealth needs