Investment Services

  • Portfolio manager-directed discretionary wealth management
  • Investment Options
  • Mutual funds
  • Equities and fixed income
  • Hedge funds
  • Flow-through limited partnerships
  • Real estate investments
  • Options trading
  • Account services
  • Retirement accounts
  • Education savings accounts
  • Non-registered accounts
  • Tax-Free Savings Account

Our Investment Philosophy

How can we help you?

Contact us at the PWM office nearest to you or submit a inquiry online.

"You have given us exemplary personalized service over the past many years. Your understanding of our needs and wants coupled with your knowledge of our ability to accept risk for our investments has been so important to us."
Bill and Margaret
Canada
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