Investment Execution Customized Portfolio Solutions (CPS)
Strategies in Writing
As the saying goes, “if you fail to plan, then you plan to fail”. Our process includes a written financial and investment plan that is updated as needed. We believe that knowing when and where we are going allows us to maintain discipline when economic conditions cast doubt over short periods of volatility.
Process: Customized Portfolio Solutions (CPS)
As fee-based advisors, we offer objective advice focused on our clients’ objectives. Our primary goal is to select the most suitable investments to match each client's goals and objectives. We work with clients to explore all possible investment product offerings and wealth management services, ensuring all aspects of their wealth management strategy is looked after.
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Product types |
Account types |
Services |
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Equity / stocks |
Cash accounts |
Investment planning |
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Preferred shares |
Margin accounts |
Financial planning |
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Bonds |
TFSA |
Retirement planning |
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Other fixed income |
RSP |
Tax & Estate planning |
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Mutual funds |
Spousal RSP |
Wills |
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ETFs |
Locked-in RSP |
Educational planning |
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Money markets |
RESP |
Insurance |
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Private equity |
RDSP |
Business succession |
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Alternatives |
Charitable accounts |
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Corporate accounts |
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IPP corporate accounts |
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