Investment Management

Based on your preferences, we offer two approaches to managing your investments

Investment Advisory Service
If you like to be directly involved in ongoing decisions affecting your investment portfolio, our advisors will provide you with professional advice and service based on a thorough understanding of your goals and objectives.
Discretionary Investment Management
If you prefer to be less involved with your portfolio, you can delegate investment decisions to our world-class money managers, benefiting from their disciplined approach and specialized expertise. You can also work directly with your own advisor to build and manage your portfolio according to your individual specifications.

We can provide access to a vast array of investments, including but not limited to common and preferred shares, corporate and government bonds, funds, income trusts and deposits.