Our Investment Tools

We invest in the following assets to build Core-Satellite portfolios:

  • Mutual funds (including private pools)
  • Socially responsible investments that incorporate ESG (environmental, social and governance) criteria
  • Common and preferred shares
  • Convertible debentures
  • Bonds
  • Exchange-traded funds (ETFs)
  • Notes

Our Compensation Structure

We are transparent regarding our compensation structure. We review the structure every year with each of our clients to make sure our fees are still competitive and continue to represent their best option. We offer two options based on our clients’ preferences:

  • Commission-based: transaction fees and trailing fees for mutual funds.
  • Fee-based: a fixed percentage based on the value of the account.
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