Investment Management

We are passionate about investment management and the benefits for clients.

Following the RFS process, it’s only after we have met with a client and gained significant knowledge to what their individual and family goals are, that we would be comfortable making any recommendations with confidence.  We recommend the most appropriate investments and insurance products that are consistent to each client’s investment plan and objective.  Through objective research, we are confident with the investments we recommend and monitor and make changes when needed.

Most of our client accounts are structured on a fee basis through an advisory platform.  For accounts that are not appropriate for fee-based platforms, the brokerage platform would be a more appropriate route at which time we will clearly explain how we are compensated along with related pricing structures and expenses.  We are product neutral and have no reason to favor any investment/insurance product over another.  

We specialize in the following investment management methods: