What We Offer
We manage many different types of investment accounts: registered plans such as RRSPs, RRIFs and RESPs, TFSAs, and taxable accounts for individuals, endowments, foundations, and corporations. We can manage all of your accounts separately, or manage them as a single cost-efﬁcient alternative. We take pride in our personalized client services. For example, we deal with many of our clients’ accountants on their behalf, and can arrange access to emergency cash from your account on short notice. We aim to accommodate all of your needs and will help formulate solutions for your more complex situations.
We prefer to manage non-registered client portfolios on a segregated basis because we feel this is the most tax-efficient practice. Smaller accounts (such as a tax free savings account) may be more suitable for our Pooled Fund product. Your account is designed to match your investment objectives within the appropriate composite portfolio.
“It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you’ll do things differently.”
– Warren Buffett