Independently Advised Custom Portfolios

Portfolios are designed to accommodate a client’s unique investment goals, including the opportunity to set parameters that reflect their moral and ethical values. We work with our clients to determine the right investments based on risk level, time horizon and values. Strategies we may use in your portfolios include:

• Cash wedges
• Tier investments based on risk level and time horizon
• Segregated funds
• Mutual funds
• Insurance products
• GIC’s, GIA’s & GIO’s