Our team provides more than 30 years of combined experience in the investment industry. We are fully life insurance licensed and devote a significant amount of our time to expanding our knowledge and investment management capabilities to fully address the changing economic environment in which we live and work.
Our investment process centres on the belief that investments must be managed according to a comprehensive portfolio discipline. We place an emphasis on understanding investment objectives and developing an investment policy statement. Utilizing a team approach, through fee based money management, we then provide investment solutions to meet the specific needs of our clients. We are able to provide discretionary and non-discretionary portfolio management services as an Associate Portfolio Manager with Private Investment Management (PIM).
We also have access to highly sophisticated local and international teams of skilled financial experts: research analysts, economists, traders, investment tax analysts, estate planning specialists, insurance resources and private banking. Our partnership with the Royal Bank means we offer you the combined skills of two of Canada’s leading financial institutions.
In order to provide the best possible investment and service to our clients we have built a strong, dedicated team. Together, we work to offer you the best, most qualified, conservative investment advice.