We offer many services to meet your investing needs.
Mutual Fund Selection
Having a long term focus is important. Investing is never easy. Humility is a prerequisite for success.
Proper investment allocation is key. Investing is focused on providing our clients with above average results along with minimal risk.
Saving for the Future
Education or retirement planning? Save your earnings on a regular basis, and minimize your taxes through the use of RRSPs and Tax Free Savings Accounts.
Doing things differently
We offer funds free of any front end loads or deferred sales charges. This keeps your costs low and provides you with increased flexibility should you wish to switch funds or redeem at a future date. The dealer is paid a portion of the management fees on an ongoing basis to provide investment services to you.
We are not associated with nor influenced by any bank nor insurance or investment company. If you want to be successful you have to have the freedom to go against what is popular at the time and to be able to react quickly to changing market conditions.
We think different
Each representative endeavors to provide their client with above average results along with a low degree of risk. Risk is often the greatest at points of optimism and lowest at periods of pessimism. Investing is not a popularity contest.
We have been through many gyrations of the market over the past 30 years and experience is a great teacher. No rookies here.