Accounts and products
- Mutual funds
- ESG solutions
- Private funds
- Stock/bond baskets
- Strip coupons
- Government, municipal and corporate bonds
- Savings bonds
- T-bills, bankers' acceptances, principal-protected notes, debentures
- Preferred shares
- 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)
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.