Our Portfolio Philosophy
We are a premium Wealth Management service that provides a superior client experience. Backed by National Bank Financial we focus on tax-efficient, diversified portfolios.
With our diverse knowledge and accreditation, we are certain we can help you achieve your financial goals.
Fixed - Income Portfolio
Our Most Conservative Portfolio
Goal: To preserve your Accumulated Wealth
Objective: Small Risk & Smal Returns
Our Tiered Household Pricing
1.95%
$0
-
$250,000
1.30%
$250,000
-
$500,000
1.15%
$500,000
-
$1,000,000
1.10%
$1,000,000
-
$2,500,000
PREMIUM PRICING
$2,500,000
+