We provide independent counsel on investing your assets to complement the income strategy we have devised for you. Private Client accounts, mutual funds, GIC's, segregated funds, insurance assets -- we review and assess the merits of a wide range of options from a number of institutions, including most banks, to find the perfect fit for your needs. Asset allocation models and an investment policy statement help you clearly understand the plan that is in place to produce the outcomes of the master plan.

Our sponsoring mutual fund dealer is Investment Planning Counsel (IPC), the independent advisor arm of IGM Financial Inc. and Power Financial Corporation. 

Contact us for more information on investment management.