Feel Welcome. Feel Comfortable. Be Informed.
- We make ourselves available when you have issues to discuss.
- We never impose extra fees and we will not demand minimum holding periods.
- We always strive to improve our service.
Understanding Your Investment Options
Our Services
Safe custody: Our clients' registered accounts are held by an independent custodian, The Royal Trust Company.
Privacy: We protect our clients' privacy and treat all personal information relating to our clients as highly confidential. For more information, please review our privacy policy.
Reporting: We provide quarterly reviews that are understandable and meaningful.
Income tax information: After the end of each calendar year we provide all items required for income tax preparation in an easy to understand format.
In addition to the vast array of investment products and solutions and services we provide, we also offer you a number of value-added services, many of which are complimentary. These include:
- Integration of your investment plan with your other service providers, including your lawyer or accountant
- Financial forecasting and a personal financial road-map that addresses your cash flow, investments, retirement, estate planning and more
- Estate planning with respect to your registered retirement and education plans
- Research, commentary and information on specific holdings, markets or economies upon request
- Online access to view your investment accounts
- Margin accounts for leveraged investing where suitable
- Automatic account contributions and withdrawals
- Automatic mutual fund purchase and redemption plans
- Electronic Funds Transfer (EFT) capabilities
- Self-directed Registered Education Savings Plans (RESPs) and formal trusts for educational purposes and income splitting
- RRSP, LIRA, RRIF, TFSA accounts
- Individual Pension Plans
- Condominium Act Operational and Reserve Fund management
