Investment Planning

Providing investment management based on a proven, highly disciplined and personalized approach.

In developing a personalized portfolio, we have access to a wide array of investments available in Canadian and global markets, backed by the expertise of our capital markets research analysts, portfolio strategists, and other investment professionals.

We focus on obtaining an in-depth understanding of your investment objectives, time horizon, and tolerance for risk to build appropriate portfolios incorporating investment options including:

- Canadian, U.S., and international common stocks

- Fixed income products and preferred shares

- Managed funds

- Exchange-traded funds

- Structured products

Once a tailored portfolio is created an implemented, we monitor your progress on a continuous basis to keep you on track and ensure alignment with changing market conditions and your evolving needs, thereby providing peace of mind in the investment process.