We act as trusted financial advisors to Canadian families managing their retirement and other investment accounts using stocks, bonds and other investments
We manage RRSPs, RRIFs, TFSAs, RESPs, LIRAs, LIFs and other investment accounts for Canadian families.
We use third party custodians to hold your assets (bank owned or independent broker dealers) and we buy and sell stocks, bonds, etfs and occasionally mutual funds on your behalf.
We use a value based investment philosophy, buying "good businesses at good prices".
We also offer financial planning including retirement planning, tax planning, estate planning and (very occasionally) insurance.
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