Investment Success
Requires Performance.
Being an independent firm allows us to prioritize our client’s best interests when providing advice. We are not required to recommend any companies products, which allows us to consider all investment options, regardless of who makes them.
No one has a monopoly on good ideas, so we partnered with over 120 investment firms, leveraging their top talent.
Most banks and fund companies require their employees to only sell their in-house products. This is an inherent conflict of interest and we avoid this by taking a much different approach. We have partnered with over 120 of the best investment firms, many, with top-performing products and strategies. If your investment statements are branded by one company like Scotia, RBC, or Investors Group, we highly recommend you get a second opinion from an unbiased advisor.
Below are just a few of the many firms we partner with.
* Some investment managers are institutional asset managers and not available to the general public. We access in some cases with other investment firms operating as sub-advisors. Ex. The 5 Star, best-in-class TD US Mid-Cap fund is sub-advised by T.Row Price)
In addition to the wide range of publically available investment opportunities, we also have several solutions for high-net-worth investors designed to enhance returns and/or reduce risk and volatility. These products are often referred to as “private equity” or “exempt market securities” and are only available to accredited investors based on regulatory requirements.
Learn how we can improve your investment strategy today.
