When investing on behalf of your organization, the
qualities you look for in an Advisor and Firm are often similar to those you look for in an investment; Qualities such as Security, Safety and Stability.
We manage our clients financial assets according to specific stipulated guidelines, and offer access to the deepest and broadest selection of secure Money Market and Fixed Income investments in Canada. Through our relationship with RBC Capital Markets, we are a leader in all areas of the Fixed Income and Money Market investments.
We are happy to review your existing Investment Policy Statement or implement the creation of a new one that fully articulates and is proprietary to the goals, purpose, and risk tolerance of your organization.
To arrange a meeting, please call or e-mail:
(902) 424-1078 firstname.lastname@example.org