Products & Solutions
The financial products and solutions utilized in the pursuit of your financial goals include but are not limited to:
- Exchange traded funds (ETFs)
- Fixed income investments including bonds, GICs and preferred shares
- Access to equity and fixed income new issue products
- Access to venture capital opportunities, including private placements
- Quick and efficient employee stock option exercise
- Full spectrum of account types - US and Canadian currency accounts, margin accounts, RRSP, RRIF, RESP, TFSA
- Your choice of account from traditional commission based, non-discretionary fee-based, and discretionary managed.
- To maintain an exceptional level of service that all our clients expect and deserve, there is a minimum account size for accepting new fee based accounts. The minimum for a non-discretionary fee based account is $200,000 of investable assets and $250,000 for discretionary managed fee based.