Investment Solutions
Our clients’ investment plans often include the design of a customized portfolio that addresses performance expectations, tolerance for risk and personal objectives. By utilizing allocation guidelines governed by an investment policy statement and diligent risk management, we can create an efficient portfolio that delivers competitive long-term, risk-adjusted performance, through a range of solutions.
We have developed a proprietary wealth management program designed for clients that have accumulated significant levels of wealth. Through this initiative, we can offer our clients a combination of leading Canadian, U.S. and Global individual securities or access to third party managers. Their performance is diligently monitored and measured against policy with the results clearly reported to our clients.
Private Investment Management
Our Portfolio Management team offers discretionary investment advisory services on the day-to-day investment decisions for select client portfolios. This service coupled with our full brokerage offering allows each client to create a customized investment strategy that takes into account various levels of involvement by the client in some of the portfolio investment decisions.
