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Contact Us

Patrick Taylor
Kathryn Carver
Debbie Fernandes

Tel: 416-359-5432

Address
1 First Canadian Place
38th floor, P.O. Box 150
Toronto, ON
M5X 1H3
Map

Personal Banking Services

Everybody has needs for daily banking and lending services. Using a client’s financial plan as the guide, we ensure that our clients’ credit management needs are met with sound strategy and competitive rates on mortgages, Lines of Credit, or specialized needs. We also can assist with cash management services, including pre-authorized deposits and/or withdrawals to your investment accounts held with us. In some cases we connect our clients with a specialist that can better assist with their needs.
 


Business Financial Services

Some clients also have specialized needs with respect to their businesses specific needs. From business investment management to business lending needs, to assistance on business valuation and succession planning, we are happy to help you through every stage of your business.