Investment Solutions
Your Personalized Investment Portfolio
Our Investment Solutions offer a diversified mix of products that help you grow your money while carefully managing risk. Whether you are looking for regular income or long-term growth, we help design a portfolio that is unique to you and your financial goals.
Starting with our Investor Profile Questionnaire, we’ll assess a number of factors that will help determine the right investment strategy and the portfolio of assets:
- Your financial objectives
- Future money needs and your time horizon
- Risk tolerance
- Existing financial investments
The Right Mix of Investment Products
Developing a personalized investment portfolio means having the right mix and balance of the right investment products. We partner with award-winning portfolio managers and investment advisors to construct the right portfolio. We ensure that your portfolio remains diversified in a variety of ways:
- Asset Class - stocks, bonds, ETFs, mutual funds, and real estate
- Geography - between Canada, United States, and the rest of the world
- Market Cap - small and large cap companies
- Stock Management Style - value, growth, and alpha
Minimize Risk and Taxes, Maximize Growth
RRSP, TFSA, RESP, and non-registered accounts all receive different tax treatment. Different types of investments (i.e. stocks & bonds) also receive different types of tax treatment. We reduce your tax bill by allocating your investments into the right type of account based on its tax treatment
To minimize risk, we regularly review and rebalance your portfolio to ensure underperforming assets are removed, and keep the asset mix that aligns to your risk and return objectives. You can have confidence that your investments are well managed, growing to your expectations, and helping you meet your goals.
Contact us today to discuss how we can help you achieve your financial goals
Schedule a Consultation at your convenience — meet virtually, or in-person.
Email us anytime
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