We define ourselves as an “all capitalization” manager. We may hold companies which are worth less than 100 million dollars on the market while others may be worth hundreds of billions. We invest mainly in North America but we do look at opportunities in Europe and elsewhere.
We put a lot of emphases on securities that generate investment income for our client’s portfolios. Companies that generate dividend income and increase their dividend over time usually make for securities that will grow their share price over time.
We aim to maintain equilibrium in the mix of investment vehicles so as to obtain the optimum risk/return ratio.
Individual and group Retirement plans
We are experts in strategies, administration and portfolio management of Registered Retirement Savings Plans, Locked-in Retirement Accounts, Registered Retirement Income Funds, Life Income Funds & Registered Pension Plans.
Our self-directed RRSP allows for a wealth management strategy in line with your specific objectives
Group retirement plans allow you, your associates and your employees to make regular-interval payments to your RRSP before income taxes through payroll deduction.
Registered education plans
A registered education savings plan (RESP) is the ideal investment vehicle for meeting the education needs of your children, grandchildren, great-grandchildren, nephews and nieces. These plans are now extremely flexible, and have the added advantage of federal government subsidies of up to $400 per child, per year. The province of Quebec will also add up to $100 in subsidy per year for Quebec residents.
Establishment of investment and retirement objectives
Simulation of various retirement scenarios
Analysis and implementation of life insurance strategies via an external insurance brokerage firm.
Follow-up and regular review of your personal situation and retirement objectives