INCOME IS THE KEY TO REDUCING RISK IN YOUR PORTFOLIO.
What we offer
We use a customized personal approach to investing. We actively manage your portfolio using individual investment products. We do not focus your portfolio around bulk products that group many clients together. We create a focused investment portfolio that is tailored specifically to you and your family.
What we do differently
Our team has almost 30 years in experience in the investment industry designing programs for individual investors in the Kitchener-Waterloo Area. We call this our Quality Income Solution. This has been refined over the years to provide a unique approach to investing. Our Quality Income approach is made to weather market fluctuations by generating consistent yield.
Working at Canada’s largest independent wealth management firm, we have the freedom to invest in any investment product on the market. We use investments we think will match up with you and your needs. This results in a focused and driven investment portfolio.
We provide this service for an open and transparent fee that is well below what typical mutual funds charge.
Get the attention you deserve for your future.