Individuals

For individuals, we manage taxable and non-taxable accounts including RRSP and other retirement type accounts, as well as educational savings plans.

Prior to managing any portfolio, we have a good chat with our client so that we may develop an Investment Policy Statement. This document is your blueprint for exactly how your portfolio should be structured and then managed on an ongoing basis. And because you and your investment goals are different from everyone else, your portfolio strategy will be different as well. In other words, it will be created specifically for you.