We believe in having a personal relationship with our clients, including access to our direct telephone numbers.
We can help manage RRSPs, TFSAs, RESPs, corporate accounts, non-registered investment accounts, and institutional mandates. Portfolios can be managed as discretionary fee based, non-discretionary fee based, or traditional commission based accounts.
We can assist in the following areas:
- Registered Savings (RRSP, RRIF, LIF, IPP)
- Tax Free Savings Accounts (TFSAs)
- Stocks, Bonds, Mutual Funds, Hedge Funds and access to new issues
- US and Canadian currency accounts
- Cash accounts and margin accounts
- Access to IPOs and private placements
- Tax advantages investments such as flow-through shares
- Tax advantaged investments such as Universal Life products *
On-line access to accounts and research information
Give us a call or send us an email to discuss how we can help you best.
* Recommendations, solicitations, or advice can only be provided by a PI Financial Services licensed insurance advisor.