Investment Strategies

Following the analysis of your financial situation and your investment, we develop investments strategies and financial projections that will comply with your financial goals, both personal and professional.

Our range of investment products, such as mutual funds, segregated funds, guaranteed income products, and others, will allow you to diversify your investment portfolio in the following four components:

  • Asset classes (cash, fixed income and equities)
  • Construct balanced portfolios, diversified by geography, market capitalisation and sector
  • Add value by active management-adjusting portfolio exposure to exploit relative valuation differences among various investments.
  • Manage for maximum tax efficiency where possible

Do you wish to set aside some money for your children’s college fund? You can invest into a RESP mutual fund, either a Registered Education Savings Plan or obtain a government subsidy.


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