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We offer a full range of investment products. These investments are managed through a rigorous asset allocation process to ensure clients are properly diversified at all times.
Fixed Income Investments:
We offer a full range of bonds including federal, provincial and municipal bonds, strip coupons, treasury bills (t-bills), corporate paper and other fixed income investments such as GICs from various institutions.
Exchange Traded Funds (ETFs):
We provide and encourage the use of Exchange Traded Funds (ETFs). We use Canadian and U.S. ETFs to access various indexes and other specialty investments for our clients thereby minimizing fees associated with the management of their portfolios.
Preferred Shares:
High quality preferred shares for the income oriented investor with lower risk tolerance.
Stocks:
We utilize an advanced portfolio management system previously only available to institutional investors to manage high quality stocks from a fundamental and technical perspective. Our specialty is Canadian stocks.
Mutual Funds:
Mutual funds from all major fund companies in Canada and also closed-end funds traded on the Canadian and U.S. stock exchanges.
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