Everyone is different, with different needs and situations and that leads to their own unique solution.

Tel: 416-231-3066
Fax: 416-515-1586

Address

BMO Nesbitt Burns
2 St. Clair Ave. West
19th Floor
Toronto, ON
M4V 1L5
Map

BMO Nesbitt Burns
3022 Bloor Street West
Etobicoke, ON
M8X 1C4

Welcome

Soares Kourtis
Investment Group

We’re committed to provide an optimal client experience.

The Soares Kourtis Investment Group is able to offer a unique investment experience. As a team, our specialty is tax strategy investing where the focus is on maximizing after tax returns. These strategies offer clients investment strategies that can reduce taxes on investments, employment and business income.

Our approach is personalized, built around your goals. We believe that every client deserves a dedicated and consistent level of service, tailored to your individual needs. Our team of professionals will listen to what’s important to you and try to understand your priorities, bringing it all together and defining your investment solutions.

Our team has the collective expertise to advise you both personally, and professionally.

We’re here to help with all your financial priorities at every stage of your life, providing an unbiased, holistic approach that encompasses all aspects of wealth management: investment planning, wealth advisory, retirement planning, business planning, estate and insurance services, tax planning, and philanthropic giving.