The Next Step

Only after a thorough analysis of your portfolio, current situation, past experience and future goals, will we create a customized portfolio and provide investment advice appropriate for your needs.

Once we understand your goals we can determine what types of accounts to open for you. We have extensive experience in:

  • Registered Retirement Savings Plans (RRSP)
  • Registered Retirement Income Funds (RRIF)
  • Non Registered Investment Accounts (Cash)
  • Registered Education Savings Plans (RESP)
  • Corporate Accounts
  • In Trust Accounts

Investments and Services that may be used to attain your goals include:

  • Fixed Income – Unique Bond Trading Expertise
  • Stocks/Equities
  • Preferred Shares
  • Mutual funds
  • Gold/Silver
  • Oil & Gas
  • Income Trusts
  • Certified Financial Planning
  • Estate Planning
  • Tax Planning
  • Insurance