As an investment advisor with Canadas leading wealth management provider, Tad uses a custom approach to help high-net-worth clients achieve investment objectives.
Whether you require professional investment management for a business, organization or yourself, Tad can custom-design a portfolio to meet your specific needs. You will have access to the full spectrum of investments, including stocks, bonds, mutual funds, insurance and options.
In addition to his proven investment strategies with equities and bonds, Tad has the unique ability to combine his geological background with the resources of RBC Dominion Securities to provide an understanding of mining and resource securities that his clients appreciate.
Working with a team of wealth management specialists, Tad can also help address your investment, retirement, estate plannning, and insurance needs.
Make sure your current plan in on track to achieve all your goals.
Has your current advisor contacted you recently to ensure your portfolio's strategy is still relevant given today's volatile markets? If not, contact Tad to arrange a free portfolio review.
Tad and his team welcome you to explore their website and contact them if they can be of service to you.