Meet with us to review your investment strategy and receive a COMPLIMENTARY COPY of Practically Investing: Smart Investment Techniques Your Neighbour Doesn’t Know (2014)!
- No obligation to open an account;
- No consultation fee;
- Simplify your investment strategy so you can focus on the other important things in your life.
We believe in the democratization of portfolio management. In other words, it’s our vision to provide professional portfolio management to all kinds of investors. Regardless of whether you are just starting out and only have $50,000, or if you’ve amassed $50 million in wealth, we can deliver:
- Professional, discretionary portfolio management services;
- Personalized Investment Policy Statement (IPS);
- Zippered client binder;
- Quarterly return statement net of fees and your contributions;
- Annual realized gain/loss tax report;
- Annual one-page foreign holdings report;
- Annual fees summary;
- Online portfolio access;
- Complimentary financial planning services;
- Integrated approach with your other financial professionals.