Does your portfolio need a Second Opinion? We can give you an unbiased assessment. One of our Portfolio Managers will produce a detailed report and assess whether your investment portfolio is designed to help you achieve your financial goals and needs.
What you can expect
- A detailed analysis of your portfolios risk and return
- Tax efficiency of your portfolio and report where you can save tax dollars
- Review total fees you are paying and report if you are getting the best value for your money
What we need
- A copy of your statements
- A list of your portfolio holdings if you prefer not to disclose statements
All reviews will require an in person appointment to deliver the information.
Please call us today to schedule your free portfolio review.
(416)-367-3040 | Toll: (866) 367-3040
You can fax statements to: (877) 215-4044
Alternatively you can fill out the brief form below, include a copy of your most recent statement, and we’ll follow up to schedule your free review.