In addition to our comprehensive personal financial planning
and integrated wealth management solutions designed to simplify
and enhance your life, we offer a wide range of products for those
who require them.
Individual Securities
We can arrange for the efficient and affordable purchase or sale of quality corporate shares, bonds or guaranteed interest securities.
Mutual Funds
We offer hundreds of quality mutual funds managed by professionals with proven long-term performance records in Canada and around the world.
Artisan Portfolios
In today's complex investment environment, finding the right combination of
mutual funds can be a difficult task. This program provides the
sophisticated management process and advanced techniques required
to create the proper blend and balance of well-known mutual funds
to meet your investment needs.
Optima Strategy Asset Management Service
Our exclusive Optima Strategy Services (AMS) is a disciplined
solution for managing an asset base of $100,000 or more. This
is a fully customized, broadly diversified and professionally
managed investment portfolio designed to provide you with superior
long-term growth with minimal downside risk. You will also enjoy
the comprehensive quarterly reports summarizing all your investments,
portfolio activity and rate of return in one informative, easy-to-read
statement.
Institutional Managed Portfolios
For a minimum investment of $150,000, this unique program enables
you to benefit from the advanced portfolio management traditionally
available to multi-billion dollar pension funds. You get the strength
and expertise of some of the world's leading institutional investment
managers working to help you preserve and grow your wealth.
Evolution Private Managed Accounts
For a minimum investment of $250,000, this innovative program is designed to meet
the complex investment needs of sophisticated investors by offering a pricing process
similar to those offered to institutional investors.
Evolution offers customized portfolios based on actively managed strategic asset allocation,
a broad selection of leading portfolio managers, a tax-efficient structure, as well as the
choice of geographic emphasis, investment style, currency-neutral pools and newly created
Alpha pools. In short, Evolution offers an exceptional degree of choice and flexibility,
allowing sophisticated investors to create an investment solution that's tailored to their
unique needs and is an integral part of their overall financial plan. In addition to having
access to a wide selection of industry-leading Canadian and global portfolio managers, investors
may select new Alpha mandates, which are concentrated equity portfolios that invest in select portfolio managers'
best ideas, with a focus on absolute returns. Utilizing the corporate class structure, the Evolution
program provides a high level of tax efficiency, a key concern for high net worth investors.
Private Client Wealth Management Program
If you have investments assets of $500,000 or more, you will significantly benefit from the comprehensive wealth planning approach and personalized attention provided by the Private Client program. In addition to all the valuable features provided by our Optima Strategy Asset Management Service, this unique program takes a unique multi-disciplinary approach to managing your complex financial needs. If you're looking to grow and preserve your wealth while simplifying and enhancing your personal life, this program is for you.
Life Insurance
We provide life insurance where it is required, and have access to all major life insurance companies in Canada. Our freedom to search the market allows us to make an objective and unbiased recommendation. We will conduct a thorough insurance needs analysis before any recommendation is made. All traditional life insurance products are available through our office, including term insurance, whole life, term to age 100, and universal life.
Disability Insurance
Disability protection is especially important to self-employed individuals and professionals in order to protect their most valuable asset - their ability to produce an income. We have access to some of the very best protection plans available, so you can properly protect your lifestyle should you experience a major illness or injury.
Critical Illness Insurance
With medical advances taking place, Canadians are surviving illness that were previously fatal. However, a critical illness also presents new expenses such as out of province treatments, prescription drugs, home renovations, and so on. We provide critical illness plans that may provide a significant "tax-free" lump sum of money to guard against the cost associated with survival.
Long Term Care Plans
Canada is an aging nation, and senior citizens represent the fastest growing segment of our society. The demand for long term care is going to increase dramatically in the years ahead, and this will create new expenses. We offer long term care plans to assist with such expenses. Let us find the plan that is right for you.
Segregated Funds
Many investors want the returns associated with mutual funds, but have an aversion to the "ups and downs" of the market. For this kind of investor, we offer Segregated Funds, which come with certain guarantees on principal and the ability to reset and lock in growth. Also, Segregated Funds by-pass Probate expenses and offer creditor protection.
Guaranteed Investment Accounts
As an alternative to the traditional bank GIC, Guaranteed Investment Accounts (GIAs) offered by insurance companies are popular for offering a higher interest rate without having your money "locked up" for a long period of time. With a GIA, you have ready access to your money. They also avoid Probate, and offer creditor protection. If you are a GIC investor, consider the advantages of a GIA.
Prescribed Annuities
For investors with large non-registered investments, a prescribed life annuity may be a very attractive investment option. This type of annuity typically provides a high guaranteed rate of return. Since a portion of the return is considered principal, the tax treatment may be very favourable. We provide prescribed and other annuities from major companies. Call for a quote.
