Join Us For Our Next Event
(September 2019 Presentation. Date and time TBD.)
With Guaranteed* interest rates and strong historic dividends, there are new strategies available that can provide the income you need and minimize volatility.
*Bond and GIC rates are subject to change
You are 3 Steps Away From Sleep Well At Night Investing
"We have greatly valued James's advice and investment choices over the last 10 years. Looking forward to working with him for many more years!"
"He's very approachable and takes the time to really get to know his clients. His conservative approach to investing is welcoming. James has a very calm and stable approach when dealing with volatile markets. He doesn't get caught up in the 'hype'."