Our Investment Tools

Accounts and products

Managed products

  • Mutual funds
  • ESG solutions
  • Private funds
  • Stock/bond baskets

Fixed-income instruments

  • Strip coupons
  • Government, municipal and corporate bonds
  • Savings bonds
  • T-bills, bankers' acceptances, principal-protected notes, debentures
  • Preferred shares

Equity securities

  • Common shares of companies listed on North American stock exchanges
  • Structured products

Regular or margin accounts in Canadian or US dollars

Registered accounts (RRSP, TFSA, LIRA, RRIF, LIF, RESP, IPP)

Our Compensation

We use a sliding scale fee-based compensation structure. In other words, instead of commission, we charge a fee based on the value of your portfolio. This means it could be beneficial for you to combine your assets with other family members.

This fee structure allows us to offer a comprehensive range of services without having to worry about transaction costs.

Fees on non-registered accounts are also tax deductible.

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