Our investment solutions

Our accounts and line of products

We have a full range of accounts, including:

  • Regular account: in Canadian and U.S. dollars
  • Margin account: in Canadian and U.S. dollars
  • Registered accounts: RRSP, LIRA, RRIF, LIF
  • Registered education savings plan: RESP
  • Tax-free savings account: TFSA

Our compensation structure

We use a fee-based compensation structure where fees are calculated based on the amount and type of portfolios under management, so it’s a good idea to group your portfolio with those of your family members.

More importantly, you won’t be charged any annual fees, and fees paid on non-registered accounts are tax-deductible.

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