Our Services

Services designed specially for you

ALL YOUR FINANCIAL TOOLS UNDER ONE ROOF

PORTFOLIO MANAGEMENT

World class active management, low fees and fiduciary duty.

Access world class portfolio managers to give you overall better returns
Active Management of your resources means better care of your money
Fiduciary duties mean your best interest, not the company’s, is at the forefront of every suggested investment
Clarity regarding management fees which are often much lower than you already pay
A variety of portfolio managers with different strategies to choose and diversify risk
Complete individual needs analysis to create a portfolio that follows your unique profile

PRIVATE INVESTMENTS

True diversification, no fees and no economic roller-coaster rides.

Invest with registered money outside of the stock exchange, such as real estate and private equities
Achieve true diversification by investing inside and outside the stock exchange
Private investments offer a stability of returns not available with the stock exchange
Private investments carry no fees to the investor, eliminating capital erosion and true growth
Large pensions and endowment funds diversify their assets between public and private markets; you should too!

INSURANCE PRODUCTS

Life, accident & sickness, disability, segregated funds, business & group insurance.

As a brokerage, we can access a wide range of insurers. Allow us to shop the best deal for your needs
Protect your legacy from life’s events with affordable insurance
Use insurance products as an important part for your financial, investing & estate planning
Business insurance for group and self-employed needs, never too big or too small

FINANCIAL MANAGEMENT

Partnering with us means having a personal financial manager attentive to your individual needs.

Build a close relationship with your financial professional who is always available to you
Quick and easy to understand solutions means you will never be left guessing
Eliminate the intimidation of the financial world by accessing a wealth of knowledge and experience
We are always here to help as you continue to grow, evolve, expand and downsize

FINANCIAL COACHING

Life can be busy. Better manage your life by taking control of your money.

With knowledge and experience, we can help you get out of debt sooner
Better results happen when we have someone in our corner to help guide us
A complete and exhaustive financial mapping to uncover opportunities and threats
Arrange your financial life so that income and expenses are better managed automatically

CONTINUOUS FINANCIAL EDUCATION

The world keeps changing, so we keep learning. Together.

We are on a mission to eliminate financial bewilderment
Free access to world class financial education at your fingertips and easy to understand
Join our community of financial literacy with continuous education
Education is the best line of defense against mistakes and mismanagement
Take back control of your finances as your financial acumen increases