Investment Planning

We take a long-term approach to investing; therefore, we do not believe in market-timing. We believe in holding well-diversified portfolios according to your risk tolerance. Diversification is the best way to minimize risks. We design investment portfolios by reviewing your current and future investment needs, risk tolerance, goals, and experience. We then suggest a distribution of asset classes based on the analysis and create a total financial plan to help clients determine how to meet their investment goals. 

Our client investment portfolio providers include:
- Bank of Montreal (BMO),
- Royal Bank of Canada (RBC),
- Manuife
- Sun Life
- Desjardins
​- Canada Life
​- and more...