What is an SMA?
Separately Managed Accounts (SMAs) are personalized investment portfolios tailored to meet your specific financial goals. Managed by professional asset managers, these accounts offer a high level of customization and transparency. With an SMA, you have direct ownership of the securities within your portfolio, allowing for greater control and flexibility. Learn more about SMAs on our What is an SMA page!
Account Types
We offer a variety of account types to suit your unique needs. Our Individual Accounts are perfect for personal investing, providing full control over your investment choices. Joint Accounts are ideal for partners or family members looking to invest together, offering shared ownership and decision-making. Our Retirement Accounts are designed to help you save for the future, including options like RRSPs and LIRAs. And there are many more options available to meet your specific financial goals, learn more today!
Onboarding Process
Our initial meeting will be a general Q&A session, whereby we get to know each other a bit, and then set up a schedule for the administrative process of getting clients up and running. In this section we review all of the applicable documentation, and set expectations for both parties on the relationship moving forward. Find out more on the steps required!
