Investments
You Deserve, and We Provide, the Highest Standard of Professional Investment Care
Experience has taught us that investors are all concerned about the same five important principles:
- Risk
- Return
- Service
- Reporting
- Fees
Invariably, each investor holds one or two of these points as most important.
We are able to address all of these principles by offering actively & professionally managed investment solutions.
Solutions include ETFs, mutual funds, pooled funds and separately managed accounts that are utilized to enhance returns, manage risk, provide exceptional reporting and keep fees low.
All exchange-traded funds and mutual funds have management expenses which are calculated daily into the price of the funds. Higher management expense ratios detract from investor returns. The recommendations we make typically have below median expense ratios. We also avoid recommending investments where the managers are paid a bonus at additional cost to investors.
Reducing your costs, all else being equal, enhances your wealth over time.
We send clients consolidated statements on a quarterly basis. Clients can also log into our system online 24 hours a day to review their portfolios. Fund companies also send statements either quarterly or semi-annually and also offer online account access.
We want existing clients to know they are in a good place. We want prospective clients to recognize the value and comfort in moving their investment accounts under our care.
Investment Services:
- Investment Accounts
- RRSPs & RRIFs
- TFSAs
- RESPs
- LIRAs
- Pension Transfers & Pension Commuting
With low fees and active risk management, we help families achieve financial longevity.
Let us show you how.
Contact us for a no-obligation consultation.
