We’ll help you make your saving and investment processes robust, efficient and predictable.
Build the appropriate mix of traditional and alternative investments. Evaluate your program and its sub-components on a risk-adjusted basis. Strategically alter both your asset mix and your security picks based on outlooks for absolute as well as relative returns at the asset class, industry/group and issuer level.
Be served under a fee structure pegged to performance incentives, with low transaction costs and built-in custodial fees.
Enjoy a versatile investment plan, aiming to make you money in up, down or sideways markets; which is based on a combination of fundamental and behavioral factors whose projected results, risks and costs while not guaranteed are, generally, predictable.
Account Types
We offer a full range of tax sheltered accounts.
We offer a complete range of registered accounts, including individual and joint RRSPs and RESPs, LIRAs, TFSAs, RIFs, RRIFs & LRIFs in 35 currencies. Long call & put as well as covered put & call options are permissible for portfolio protection, income generation or strategy optimization. All accounts enjoy unrestricted access to a complete range of equity and fixed income securities, including global stocks, ETFs as well as treasuries and corporate bonds.
Currencies
We offer cash accounts for conservative investments.
We offer individual and joint cash accounts as well as entity accounts for corporations, trusts or endowments. All accounts enjoy access to a complete range of equity and fixed income securities, including global stocks, ETFs as well as treasuries and corporate bonds.
Global Products
We offer a variety of equity, futures, options, fx and CFD margin accounts.
We offer a complete range of margin accounts through a number of custodians, each specialized in trading specific cash and derivative products. We thus offer the ability of squeezing returns in up, down and sideways markets on over 50,000 global products, including indices, stocks, treasuries, commodities and currencies.
Please fill out the form below and our portfolio managers will sit down with you for a free, no-obligation consultation and portfolio assessment.
