Investment Review & Analysis
This service includes a high level evaluation of your current investment portfolio relative to your investment objectives, your time horizon, your risk profile, tax considerations, need for investment income, as well as other factors including the need for liquidity and estate planning issues.
SONA Wealth Counsel Inc.
Investment management is a highly regulated activity. Clients who are looking for a more detailed analysis, or for portfolio management services, will be referred to our sister firm, SONA Wealth Counsel Inc. SONA is licensed as a Portfolio Manager in the Provinces of Ontario, Quebec and British Colombia. Please click here for a link to SONA’s website.
