8AM - 4:30PM
*meetings can be set outside regular work hours
It pays to work with an investment advisor!
Advice that's worth its weight in gold
- 2 times the savings rate of households that manage their own finances, for greater accumulated wealth.
- 1.5% faster portfolio growth than households that don't use an investment advisor
- Almost 3 times the assets of non-advised households.
Leading expertise at your service
- To help determine your risk tolerance and financial goals
- To develop investment strategies to best meet your needs
- To stay on top of trends and get recommendations for the most tax-efficient investment vehicles
- To rebuild and balance your portfolio and follow up regularly with you
Your partner and ally in wealth management
- Puts your interest first
- Makes retirement planning easier, which makes your retirement more comfortable
- Makes emotional investment decisions and common investment pitfalls a thing of the past
- Offers peace of mind, which doesn't really have a price
Be free to enjoy what really matters!
Call or e-mail if you like a second opinion on your investments. It's always free.
Two offices to serve you! 214 Montreal Road in Ottawa 880 Blvd de la Carrière in Hull home or office meetings are possible in the Orléans area