After completing the detailed review and analysis, and developing the Investment Policy Statement and strategic asset allocation model, we will then recommend specific investments and implement the various investment strategies. We provide ongoing investment advice, including detailed reporting, portfolio rebalancing, and periodic review meetings.

Investment recommendations are based on a detailed analysis using sophisticated wealth management tools with the assistance of recognized third party investment rating firms. We design a diversified and sophisticated portfolio strategy that will, in the longer term, use the inherent properties of the various asset classes to maximise returns and minimise risk.

Your investments are then monitored continuously for any changes in strategies that may affect you, and your financial planner will contact you if changes are needed at any time. Our ongoing monitoring is your assurance that you benefit from the highest quality investment advice.

This service includes consolidated investment reporting and a detailed annual review which includes performance reporting, though more frequent reviews are available by request.


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Phone: (613) 596-3353
1565 Carling Avenue, Suite 602
Ottawa, Ontario, Canada K1Z 8R1

We have been providing financial services to Ottawa Professionals, Small Business Owners and Families since 1994. Give us a call today to discuss your financial objectives. We'd love to hear from you!