Using our unique Kitchen Table Approach, we tailor a personal investment plan for each individual client that we work with. 

 

We manage various types of accounts including:

  • Retirement Savings Plans (RSP)

  • Tax Free Savings Accounts (TFSA)

  • Registered Education Savings Plans (RESPs)

  • Open or Corporate Accounts 

We build our portfolios using a variety of investment products including: 

  • Managed Products (Mutual Funds)

  • Securities

  • ETFs

  • Bonds

  • GICs

  • Alternative Strategies  

All security related deposit products are held through our dealer company Aligned Capital Partners Inc.