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Contact Us

Oliver Quartermain
Nicole McGuire
Denes Wurdits

Tel: 416-359-4213

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

Referrals: Professional services alliances, designed to connect you with a network of independent experts, including accountants, lawyers, lenders, and insurance experts

Discipline: Unwavering focus on your long-term objectives to prevent the emotional ups and downs of investing

Education: Information and resources to help you participate in – and maintain ownership of – your financial future

Meetings: Ongoing touch points based on your personal needs – quarterly in person meetings, phone calls, email correspondence

Estate Planning: An effective action plan to secure your wishes

Tax Planning: To create a financial plan that is efficient, and your tax liability minimized

Goal-Setting: Clear consistent priorities, followed by regular monitoring, review and assessment

Risk Management: Identification, measurement and mitigation of investment risks, according to your risk tolerance parameters, to best preserve – and grow – capital

Insurance Consulting: Recommendations to maintain and protect your financial stability (including segregated funds, annuities, disability, critical illness and long-term care)

Retirement Savings:  Comprehensive solutions to help you accomplish your aspirations for a successful and fulfilling retirement

Education Savings: Conversations about alternative options to saving and investing, like TFSAs, life insurance – and non-registered, trust or corporate business accounts