[vc_row][vc_column width=”1/2″][vc_column_text]Since 2010, we have teamed up with financial advisors assisting them and their top clients with our boutique investment management service.

Advantages to refer a client:

  • Advisor stays as primary relationship manager
  • Advisor shares in 50%* of the management fee
  • Clients often reduce their portfolio management fees
  • Advisor delegates all investment trades, record keeping and investment responsibility to us, creating more free time
  • Client now has access to investments they may not have had access to previously (Stocks, Bonds, Alternative Investments, Private Equity and Third Party Hedge Funds)
  • Customized and personalized client reporting and year end tax summarizing


To schedule a meeting, please contact us at

416-367-3040 ext. 221


*Limited time offer[/vc_column_text][/vc_column][vc_column width=”1/2″][vc_column_text]