embracing technology

the future is now.

Technology is revolutionizing the financial services industry in Canada. For our clients, this means:

Increased access to information
Online secure access, 24/7
Electronic documents – less paper!
Low investment fees starting at Dollar One
As much as 100 bps (1%) lower than mutual funds

Technology is also enabling us to get closer – and go farther, together!

Greater access to your advisor
Videoconferencing (Zoom/Microsoft Teams)
Social media (Facebook/LinkedIn)
Instant messaging
Less Paperwork to Complete
Faster service & Fewer mistakes
Environmentally sustainable

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