I'm A Professional
Personal Service and Solutions for Clients with Large Portfolios
When you are a professional, a self-employed professional or executive, it's important to surround yourself with people you trust to take care of important responsibilities. To meet these needs we provide:
Investment Strategies Based on Needs and Objectives Convenient Fee-Based Asset Management Solutions Personal Retirement Planning Solutions Investment Strategies Based on Needs and Objectives
As a first step in creating a custom investment solution for you as a Professional, we will work with you to develop an investment strategy that:
•Evaluates the capital you have available for investing
•Balances your need for safety and higher returns
•Ensures sufficient liquidity for unforeseen expenses or new opportunities
Because I am with Canada’s leading full-service brokerage firm, we can structure your portfolio using virtually every type of investment available:
•A full range of equities
•Thousands of mutual funds
•The largest inventory of fixed-income investments in Canada
Throughout the process, I will continuously monitor your portfolio to ensure that your plan stays on track. In addition, you will be kept fully informed of your progress through detailed reporting packages designed to meet your accounting requirements.
Convenient Fee-Based Asset Management Solutions
If your professional investment needs are complex or if you lack the time or knowledge to properly manage your company's investment portfolio, then you need one of our asset management solutions. Ask us for more information about how your assets can be managed for one convenient, asset-based fee—allowing you to easily plan for your total brokerage costs.
Personal Retirement Planning Solutions
In addition to helping you invest on behalf of your business, we also offer personal retirement planning solutions such as Individual Pension Plans (IPPs) and Retirement Compensation Arrangements (RCAs) that are ideal for professionals, self-employed professionals and executives.
