Private Investment Management

We pride ourselves on being a fully licensed investment broker within a firm that does not sell proprietary products or investments. This allows us to act as a true fiduciary. This means we are able to provide you with an unbiased investment portfolio inclusive of a range of investment options* that serves your needs at a low and transparent cost.
 
Our core investment philosophy centres on a multi-disciplined approach using research and evidence to drive decision-making. This allows you to pursue investment opportunities that are diversified not only across asset classes, but also by country, industry sector, market capitalization and investment style. Combining the advantages of passive investment with the benefits of careful active management in high yield areas at a contained cost drives the best results for our clients.

 

Discretionary Portfolio Management

Discretionary portfolio management offers you the benefit of delegating day-to-day investment decisions to a qualified portfolio manager. This affords you professional expertise and peace of mind so that you can devote your time to the other priorities in your life such as work, family, and personal interests. Physicians who benefit most from discretionary portfolio management are typically those who are either too busy, don’t have the desire to manage their own investments, or prefer to spend their time doing other things.
 
As a Chartered Investment Manager (CIM) and Portfolio Manager, Sebastien has the necessary skills and expertise to construct and manage discretionary portfolios. The Portfolio Manager designation requires that an Advisor has attained the highest professional standards of training and experience in the wealth management field.
 
 
*We are licensed to provide access to the following investment vehicles:
· Stocks
· Bonds
· ETFs
· GICs
· Mutual Funds
· Preferred Shares
· New Issues
· Private Placements
· Options
 
 We are also US licensed.