Our services
We focus on providing wealth management solutions in addition to our core investment management services.
We have a disciplined philosophy and process rooted in real world knowledge and experience with outcomes designed to stand the test of time and markets.
Capitalism works
The average annualized return of the S&P 500 is 8.5% since it’s inception some 90 years ago. Enough said.
Asset allocation and diversification
Asset allocation and diversification is a pair of related investment strategies that aim to balance risk and reward by apportioning a portfolio’s assets according to an individual’s goals, risk tolerance and investment horizon. We believe in a strategic alignment of both.
Services provided
We provide clients with comprehensive investment management utilizing a customized approach to their asset allocation in accordance with their individual needs, tax situation, and risk tolerance.
We have extensive knowledge in the retirement planning field, bringing together all of the various assumptions required to guide a client toward the appropriate savings rates as they approach retirement, and spending rates when they’re retired.
Insurance is a part of any well thought out financial plan. Protecting one’s assets is an essential part of a holistic wealth management approach through the utilization of various life, disability, critical illness, and long-term care policies.
Insurance services are provided by Scotia Wealth Insurance Services Inc.
Maximizing one’s estate through tax minimization, and the ease at which it transfers to the next generation is front of mind for many clients. We provide guidance around how to best accomplish this.
Estate and trust services are provided by The Bank of Nova Scotia Trust Company.
A dedicated Private Banker is your single point of contact and will create a suite of services including transactional banking support, strategic borrowing solutions and a customized investment line of credit as part of a comprehensive wealth management strategy.
Private banking services are provided by The Bank of Nova Scotia.
One of the largest expenses of having children, we can certainly help plan for the funding of post-secondary education costs.