Our team of Investment Advisors has over 150 years of financial experience. This experience includes two masters and one law degree, as well as business, economics and other degrees.
In addition to the academic degrees, our team holds a number of industry specific designations including Financial Management Advisor, Personal Financial Planner, Canadian Securities Course, Options, Futures and Life Insurance Advisor.
Investment Philosophy and Process
It is not what you make, but what you keep that is important to our team of specialists.
We take the long term approach when investing your assets, understanding that since it is hard to grow your wealth we must take great care of its continued growth and preservation. We feel that with the volatility in the market it pays to focus on the longer term planning aspects of portfolio construction including financial and retirement planning, tax minimization and asset allocation.
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