• Is there a minimum amount required to invest?

    We do not have a minimum required account balance. The size of the account may guide our investment recommendations, as certain securities do require a minimum purchase amount, but we work with a wide range of clients and can customize portfolios to suit most investors needs.

  • What types of accounts do you offer?

    We offer the full spectrum of registered plan accounts such as Tax-Free Savings Accounts (TFSAs) and Registered Retirement Savings Plans (RRSPs) as well as non-registered accounts such as cash, margin, and options accounts.