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 most recent monthly report from one of our Investment Counsellors, Dixon Mitchell. This report includes their feature stock, General Electric (GE) as well as their article “In Equity Management, Size Can Matter”. Should you have any questions, please don’t hesitate to reach out. DM-Monthly-Report-Jan-17
View pdf of article: These favourite books of Warren Buffett can help you build true wealth
View pdf of article: Eight things you need to know about your TFSA to maximize your money