About Us

We take a team approach to portfolio management, providing highly customized investment solutions to clients who expect personalized attention, immediate customer service, and financial results.

We work with individual investors, families, business owners and corporations who are looking for value added relationships with an experienced and knowledgeable team they can trust. Our team is led by William Black (Senior Portfolio Manager) and Ian Turner (Associate Investment Advisor).

Our Philosophy

We are dedicated to creating peace of mind for clients at all stages of the investment process and within two ever-changing environments: the economic climate and our clients’ personal financial situation.

Throughout the life of any well-planned strategy, a high level of personalized communication is essential. Through proactive and fresh solutions, we can ensure that our clients not only understand their situation in relation to the market realities, but also that they feel confident and secure that those strategies are the right ones for them.

The products and services we offer include:

• Tailored equity investing
• Cash management
• Fixed income investing
• Registered account investing (RSP, RIF, LIF, etc.)
• Registered Education Savings Plans (RESP)
• Tax-Free Savings Accounts
• Tax preparation and estate planning
• Record keeping and bill payment

We would be pleased to apply our wisdom and legendary service to your portfolio.

For a private consultation and confidential investment review, please contact Ian Turner: 514.394.2953