We assist professionals and business owners by utilizing a needs based financial planning process. We simplify and coordinate their unique financial needs to provide clarity, transparency and accountability for investment performance. Frequently we will refer clients to Investment Counsellors or Private Client Money Managers for their portfolio management needs. Thus we become the client’s investment advocate and help hold the Investment Counsellor accountable.
NEWS | UPDATES
Please find a link below to the April Monthly Report from one of our Investment Counsellors, Dixon Mitchell: DM-Monthly-Report-Apr-17
Please note that our office will be closed Friday, April 14th and Monday, April 17th for the Easter Long Weekend. We will resume our regular business hours on Tuesday, April 18th. Should you require urgent assistance during these times, you can still reach your Financial Advisor by email or cell phone. On behalf of everyone Read More…
Included below is a link to the Q1 2017 Portfolio Commentary from one of our Investment Counsellors, Dixon Mitchell. Should you have any questions, please get in touch with us. DM-Portfolio-Commentary-Q1-17