We accept our responsibility as discretionary portfolio managers and wish to ensure our clients of the steps we take to help preserve their investment assets.
Your investment policy statement governs your investment portfolio and is reviewed at least annually in conjunction with your personal circumstances. We review with you the historical perspective and the future expected financial market environment. We seek to achieve sustainable secure financial results for our clients.
We are supervised by Raymond James on every transaction and the portfolio position relative to your held securities. Our association with Raymond James Ltd. helps us preserve client assets. As a member firm of the Investment Industry Regulatory Organization of Canada, the Canadian Investor Protection Fund and the major Canadian stock exchanges, Raymond James has the capital and financial strength that is essential for the security and protection of all investors.