Your money, making money

Why would you invest your money if it wasn’t to make more money? We’ll help you make as much money as possible for the amount of risk you are willing to take. We use a simple approach to select the best investments available in Canada, diversify, and watch the dollars grow.

Low risk doesn’t have to mean low returns

Low risk doesn’t have to mean low returns – if you manage a portfolio properly you can still have significant returns without taking any major risks in your portfolio. It just has to be managed properly. We are happy to explain how a fixed income wedge and diversification can still provide you with great investment returns if you are looking to grow your wealth or looking to use your wealth for your income.

A proven track record

Anyone can have great results for a short period of time, but the very best have amazing results for a long period of time. We only work with companies and portfolio managers who have a proven track record of at least 10 years and have done well in both good and bad markets.

  • 2017 Return

    10.49%

  • 10 Year Average Return

    10.42%

  • Best 12 Months

    27.7%

  • Worst 12 Months

    -6.1%

  • $10,000 after 10 years

    $26,942

  • 2017 Return

    14.04%

  • 10 Year Average Return

    12.26%

  • Best 12 Months

    38.1%

  • Worst 12 Months

    -14.1%

  • $10,000 after 10 years

    $31,794

  • 2017 Return

    17.68%

  • 10 Year Average Return

    14.05%

  • Best 12 Months

    49.1%

  • Worst 12 Months

    -21.7

  • $10,000 after 10 years

    $37,244

The best in every category

If you had to pick between approximately 19,000 investment options to put in your investment portfolio, which one would you pick? We believe that you want the very best performer. Why settle for anything else?

Diversification at it’s finest

Which company will do the best this year? Which economy? Canada? US? China? Nobody knows – so diversify and ensure you keep consistent returns. It is never worth the gamble to concentrate on one company or one economy.

A portfolio built around you

You need a portfolio that fits you and your financial plan. There are very specific strategies that must be deployed to ensure you have funds available for opportunities, ensure you are getting the most amount of growth as possible, and ensure you won’t run out of money.

Guaranteed Value

If you feel we have not provided any value after your consultation – we will pay you for your time at whatever rate you charge.