Personalized Service - Expert Advice

Determining your unique financial goals requires a personalized and experienced approach.

Specializing in:

  • Discretionary portfolio management through our Private Investment Management (PIM) program

  • Tax-efficient Investment Portfolios geared toward preservation of capital

  • Full Service Wealth Management

  • Retirement Income planning

  • Inter-generational Wealth Transfer

  • With special expertise in dealing with issues of Farm and Business Owner/Operators

Ask a Portfolio Manager a direct question.

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Paul Belous, CIM

Vice-President, Portfolio Manager & Investment Advisor

519-426-3416 | Email me

Most Recent Portfolio Manager Post

Outlook Update

In the category of you just can’t make this stuff up we saw interesting events unfold in the US yesterday. The market actually didn’t...