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Contact Us

Rick Southee
Reg Southee
Alyse Laplante

Tel: 613-562-6420
Tel: 613-562-6530
Tel: 613-562-6406

Address
979 Bank Street, 6th Floor
Ottawa, ON
K1S 5K5
Map

What We Do

Discovery Process
  • Conduct an in-depth discovery of current status and investment objectives
  • Determine your tolerance for risk
  • Discuss your investment and wealth management goals
  • Assess previous investment experiences
Customized Portfolio Design
  • Build customized portfolios designed to meet your investment goals
  • Research, commentary and information on specific holdings, markets or economies provided upon request
  • Integrated investment plan with other service providers upon request (e.g. Lawyer, Accountant, Insurance Specialist, etc.)
General Services
  • Access to award-winning research for domestic and global markets
  • Access to third party research
  • Portfolio management and full service investment advice
  • Individual stock selection and tactical/strategic asset allocation
  • Tax-efficient strategies
  • Emotional management
  • Access to both proprietary and third party discretionary investment products
  • Access to premium GIC rates
  • Multi-currency account functionality
  • Automatic contributions and withdrawals to your accounts if needed
  • Electronic funds transfer capability
  • Research old certificates/investments for current status/value if needed
  • Corporate mergers and re-organization advice
  • Assistance with all documentation and administrative matters
  • Consolidated reporting
  • E-delivery of statements
  • On-line access to accounts 24 hours/day
  • Cash management accounts linked to bank accounts
  • Option strategies
Wealth Management
  • Financial Planning
  • Retirement Planning
  • Education Planning
  • Access to BMO Financial Group partners if needed (Banking, Mortgage, Private Banking, Insurance, Trust services)
  • Wealth management services upon request (Tax, Estate, Charitable giving, Insurance planning)