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

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