1 First Canadian Place
39th Floor, P.O. Box 150
What Should You Expect from Us?Beyond customized portfolio management – the inherent skill sets of asset allocation and balancing risk against reward – you can expect a comprehensive financial roadmap through ongoing, strategic and practical advice that’s rooted in experience, discipline, and an eye on your short- and long-term objectives.
A Full Spectrum of Advice
Advice: Informed, ongoing guidance to keep you on track to achieve your financial goals
Wealth Management: Holistic, unbiased stewardship of your complete financial picture (financial, tax and estate planning; retirement and educational savings; insurance; philanthropy, etc.)
Referrals: Professional services alliances, designed to connect you with a network of independent experts, including accountants, lawyers, lenders, and insurance experts
Meetings: Ongoing touch points based on your personal needs – meetings, phone calls, email correspondence, etc.
Estate Planning: An effective action plan to ensure that your wishes are secured
Tax Planning: To ensure your financial plan is efficient, and your tax liability minimized
The right Investment strategies to meet your needs.