Investment strategy

Following an analysis of your financial situation and investment policies, we develop investment strategies and financial projections that will ensure your personal and professional financial goals are met.

Our range of investment products, such as mutual funds*, segregated funds, guaranteed income products, etc., will help you diversify your investment portfolio.

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Diversification options

Want to put money aside for your children’s education? You could contribute to a mutual fund* RESP, a registered education savings plan, and obtain a government grant.


  • Asset classes (money market, fixed income, equity)
    Geographic regions (Canada, United States, international)
    Management styles (value, growth, bottom-up, top-down)
    Strategic focus (Efficiency curve)

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