Value Added Services

Investment Advice and Portfolio Design:

  • Careful analysis and investment strategy design to promote your best interests every step of the way

  • Use of time-tested investment methodologies and one of Canada’s top ranked
    investment research teams

  • Monitoring and rebalancing of portfolio based on current market conditions

  • Annual client portfolio review 

Financial Planning: 

  • Detailed financial planning forecasts using sophisticated software

  • Regular plan review to ensure you stay on track

  • Tax shelter strategies

  • Insurance and estate analysis and implementation


  • Financial Lifestyle Maximizer analysis to identify planning gaps, risks and opportunities

  • Strategic coaching based on your dangers, opportunities & strengths

  • Proactive and regular communication

  • Timely updates on market and economic policy changes and how they impact you

  • Network of experienced consultants, tax specialists and lawyers

  • Together with a private banker we can provide you with creative solutions in everyday and direct banking, cash management and credit needs

  • Coordination of tax return preparation and snowbird services

  • Quarterly newsletters, educational client seminars, analyst conference calls and client appreciation events