Our platform provides access to diversified Model Portfolio Solutions created with the help of proprietary technology and using some of the best-in-class mutual funds in Canada.

Each Model Portfolio is tailored to your clients’ goals and risk profile. Each solution includes regular re-balancing to maintain alignment with the selected risk tolerance. Our Model Portfolio Solutions help you free yourself from the tedious task of continuous monitoring and processing of multiple rebalancing transactions.

We provide various continuing education solutions for improving your knowledge about markets, global finance and portfolio management while simultaneously earning your cont-ed credits required for your continuous registration and maintenance of permits with financial services regulators.

You can access superior financial technology, customized model portfolio solutions as well as educational services and periodic market forecasts in one single, all-encompassing package.