Discretionary Wealth Management

Personalized portfolio management was recently only an option available to a privileged few. Our Private Investment Management Group, providing discretionary portfolio management, makes this opportunity a lot more accessible. The convenience, peace of mind, and undivided attention that comes with having your own dedicated Portfolio Manager, is now an option that you can choose.

We are one of the few organizations in Canada authorized to provide complete discretionary portfolio management to our clients. The distinguished Portfolio Manager designation is reserved only for those of our advisors who have attained the highest standards of training and experience in the financial industry.