Types of Investments

Financial Services

  • Portfolio Rebalancing
  • Investment Policy Statements
  • Asset Allocation & Portfolio Reviews
  • Advisory service related to Estate Issues
  • Retirement Planning Analysis
  • Option Overlay Strategies within portfolios

Portfolio Insurance

  • via PUT option solutions
  • Currency hedging via options

Debt Securities

  • US and Canadian government and corporate bonds
  • GICs
  • T-Bills & Bankers Acceptance Notes
  • Other short-term Money Market instruments
  • Stripped Bonds
  • Variety of Funds structured with debt securities

Equity Securities

  • Common shares of North American companies
  • American Depository Receipts from foreign global companies
  • Exchange-Traded Funds (ETFs)
  • Preferred Shares and Preferred Securities
  • Pooled Funds and Trusts
  • Most Mutual Funds (Domestic and Global)
  • Real Estate Investment Trusts (REITs)
  • Alternative Investments such as tax-advantaged Limited Partnerships

Derivitives

  • Index, Equity, Interest Rate, ETF, and Currency Options

Yield Securities

  • Equity-Linked Notes
  • Principal Protected Notes
  • Individual and Pooled Income Trusts
  • Other Structured Notes

Precious Metals

  • Gold, Platinum, and Silver via ETFs

Commodities

  • Commodities exposure via ETFs and Notes

Types of Accounts and Programs Offered

Currently, if you, or your entity is resident in Ontario, we can open your accounts. For any other jurisdictions outside of Canada, please contact us to determine applicability.