Institutional Clients

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; 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 Fixed Income and Money Market investments.

As an accredited Responsible Investment Advisor we understand that most institutions are tasked with investing responsibly and we are equipped to create personalized portfolios that satisfy this mandate. We are also strong believers in the importance of education and regularly partner with our institutional clients to provide information sessions on topics ranging from financial literacy to market updates.

 

 


 

 

Please use the form below to send us a quick message and Dan will reach out personally by email or phone.
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