Great News, Exciting Times......
I now have the added benefit of helping clients to safely invest in mainstream style investments. Through my partnership with "CI Direct", all your investment accounts can participate in a wide range of well structured portfolios.
CI Direct (formerly Wealthbar) is a subsidiary of CI Financial, a large Canadian corporation.
- professional asset management.
- easy online access to your accounts 24/7.
- transactions and updates handled online, at your convenience.
Of course I still handle segregated mutual funds for special cases.
Please do call or email with your enquiries.