An exclusive look at how we help

We are one of the few organizations in Canada authorized to provide complete discretionary portfolio management to our clients. The distinguished Portfolio Manager designation that we hold is reserved only for those advisors who have attained the highest standards of training and experience in the financial industry.

Personalized portfolio management has been an option available only to a privileged few. Our Private Investment Management Group, providing discretionary portfolio management, makes this opportunity a lot more accessible. The convenience, peace of mind, and undivided attention that comes with having your own dedicated Portfolio Manager provides a higher level of investment management. Here’s how it works:

We examine your personal situation

Your Portfolio Manager assesses your investment objectives, risk tolerance, financial goals and tax situation, as well as any other personal circumstances pertinent to your financial future.

We create your personal Investment Policy Statement

This document is the outline that guides the management of your investments. It describes the allocation of assets and any restrictions applicable to your portfolio.

We act to fulfill your investment objectives

Based on your personalized Investment Policy Statement, we build a portfolio to suit your needs and adjust it over time, as necessary.

We stay in touch

Our reporting to you is comprehensive, including detailed statements every month and reviews of your holdings each quarter. Personal meetings with your Portfolio Manager can be arranged as often as necessary.