• We will help you develop a financial plan to achieve your long-term financial goals. As part of this goal we will cover the investment, insurance, tax, and estate preservation aspects of your plan.
• You will have access to our team of specialists, including tax accountants and estate lawyers.
• We will provide tax savings opportunities whenever possible, including the structure of various trusts, RRSP planning, and income splitting.
• We provide comprehensive and understandable portfolio statements every six months. Confirmation of all transactions are sent to you within 10 days.
• Your portfolio will receive our ongoing attention because we have a very strong commitment to client communication and we strive to be accessible to our clients.

Regardless of how large or small your account is, we will provide you with the same service excellence that we have been building our reputation on since 1969.

With our offices located in South Central Ontario, (Toronto / Richmond Hill), we generally try to concentrate on the service area bounded by Oakville, Toronto, Oshawa and Barrie. Most of our clients are in the Greater Toronto Area (GTA) but we are licensed to operate in Ontario. Feel free to contact us no matter where you are in Ontario.