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.
How do we differ from the bank-owned brokerage firms and other large investment firms?We do not have any in-house products to sell. Many large investment firms tend to guide their clients to their own investment products. If we advise the purchase of a security, it is because we think it is the right thing for your portfolio.