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 

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

• Managed Products (Mutual Funds)

• Securities

• ETFs

• Bonds

• GICs

• Alternative Strategies  

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

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