Investment strategy
Following the analysis of your financial situation and your investment policies, we proceed to develop investment strategies and financial projections that will ensure compliance with your personal and professional financial objectives.
Our range of investment products, such as mutual funds*, segregated funds, guaranteed income products, etc., will allow you to diversify your investment portfolio.
Which registered plan is best for you?
Between RESPs, TFSAs, RRSPs and TFSAPPs, which account is right for you?
- Asset classes (money, fixed income, equities)
- Geographic Regions (Canada, United States, International)
- Management styles (value, growth, bottom-up, top-down)
- Strategic Affectation (Efficiency Curve)
How can we help you?
Contact one of our advisors today.