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Investing

We offer the full range of accounts that you would expect of any full service brokerage firm. Non-registered accounts such as Cash and Margin accounts in your personal, corporate or trust names are available, as well as tax sheltered accounts, including but not limited to, Registered Retirement Savings Plans (RRSP), Tax Free Savings Accounts (TFSA) and Locked-In Retirement Accounts (LIRA).

Within those accounts we guide our clients to either our core investment process, The Dividend Value Discipline™ or The Special Situations Account(s). The latter is a catch all for anything that does not get invested in our core program. In essence, it is the customization vehicle(s) for you and your family’s investment needs. Need more income? Then yours might be a selection of preferred shares, GICs and real estate investment trusts. Want to play with small cap oil and gas stocks? We will provide you with the latest award winning Raymond James Ltd. research and will execute the trades on your instruction.