Turnkey Solutions

		Model Portfolio (A summary of the optimal asset mix in the current economic conditions)
		Baskets (The most affordable way of developing a diversified portfolio made up of individual securities)
		Private Wealth Management Service (The pinnacle of investment management service)
		Partnership Accounts (Fee-bearing accounts that allow you to focus on your priorities)
		Ambassador Portfolio Service (Putting world-class portfolio managers to work for you)
		Emissary & Diplomat Portfolio Service (A leading-edge approach to portfolio design using private investment pools)

Services

The following services are available to families that have $250,000 of investable assets. Investors who do not have the required minimum may be considered if they demonstrate a dedication to the wealth management process. Please note that these services have a minimum three week turnaround time.

		Complimentary Portfolio Evaluation (accompanied by an Investment Policy Statement)
		Financial Planning Worksheet (accompanied by complimentary financial plan)

Miscellaneous

		Registered Retirement Savings Plan (RRSP)
		Registered Retirement Income Funds (RRIF)
		Life Income Fund (LIF)
		Locked-In Retirement Account (LIRA)
		Education Savings Plan (ESP) & the Canada Education Savings Grant)
		Fixed Income Products
		Life Insurance Products (including quotes)

Mailing Information

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