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Products & Brokerage Services

Building a portfolio starts with having an Investment PLAN. Once the plan is developed we provide investment recommendations that find the right balance between required returns and your attitude to financial risk.


We can help you make the right choices from our selection of carefully screened investment products and services.


We provide full-service brokerage services. Our broad product shelf includes:

  • Mutual funds

  • Pooled accounts from all major investment fund companies across the country

  • Access to exclusively managed solutions available through our sister company CI Investments Inc.


As securities licensed advisors with Assante Capital Management Ltd., we can provide:

  • ETFs,

  • Stock and bond recommendations

  • superior trade execution. 


Assante Fee Based Platforms - Our state of the art Fee based Platform provides investment fee transparency, investment choice, and advice objectivity. It has been structured to allow our practice to provide customized advice and service.


With the Fee based platform, our practice receives no compensation from investment products recommended for your portfolio. All of our compensation flows from Advice and Service. Perhaps the  Fee Based Investment solutions approach can work for you.  Contact us to schedule a conversation with one of our wealth planners.

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