Investments
Make your money go further
Our Approach
We sit down with you to specify a target asset allocation based on your current situation and long-term plans. We monitor the performance of each investment, have a rigorous due-diligence process, and are passionate about designing investment solutions matched to your life plans.What Does This Mean for You?
While you enjoy your life and spend time with your loved ones, we take care of your investments—growing your money through a variety of strategies and products our experts have chosen specifically to meet your goals. You can live worry-free, knowing we’re hard at work to maximize your wealth.more in savings can be expected when working with advisors for 15+ years, compared to those who don’t receive financial advice.
Claude Montmarquette and Nathalie Viennot-Briot, “Advice creates strong value for Canadians,” The Investment Funds Institute of Canada (IFIC), 2016.
%
of investors say their advisor helps them save
Canadian Investors’ Perceptions of Mutual Funds and the Mutual Fund Industry, Pollara 2019.
%
of investors feel more positive about their financial future because they took a step to invest
BlackRock Global Investor Pulse, 2019.
%
of investors that use a financial advisor report having a positive sense of well-being
BlackRock Global Investor Pulse, 2019.
Independent advice: Because we are independent, our clients benefit from best-in-class managers that provide outstanding long-term investment returns.
Deep relationships: Our foundation is built on the close relationships and trust that we have with our clients. You can have confidence in our commitment to personalized service and regular communication.
Stress-free investing: Our team of experts' deep industry knowledge and broad expertise allow them to build tailored wealth-management solutions. We hold ourselves to the highest professional standards, always acting in the best interests of our clients.
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