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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.

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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 & Small Returns

Our Tiered Household Pricing

1.80%

$0

-

$1,000,000

1.65%

$1,000,000

-

$2,000,000

1.45%

$2,000,000

-

$5,000,000

1.25%

$5,000,000

-

$10,000,000

PREMIUM PRICING

$10,000,000

+

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