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A scientific, research-driven approach to developing and managing your portfolio. 

Before making investment recommendations, we take the time to: understand your family circumstances; current financial situation; dreams for the future; and tolerance for risk and time horizon.  We then design tailored-made investment strategies for you, which may include among others, some of the following securities: individual stocks, bonds, mutual funds, exchanged traded funds and alternative investments.

We monitor your investment portfolio on a regular basis and re-balance it periodically, taking into account tax implications.  Regular communication and monitoring allow us to adjust the strategy as your circumstances change or market forces may dictate.

Investing Videos

The Cycle of Investing

The Cycle of Investing

We create strategies that are tailored to your needs and goals.

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5 Smart Investing Strategies

5 Smart Investing Strategies

Years of experience have prepared us to guide you through your life transitions.

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