We manage private clients’ investment portfolios on a discretionary basis and are pleased to offer you:

 ·       Income producing portfolios of bonds, stocks and Exchange Traded Funds (ETFs)

 ·       A business approach to choosing investments

 ·       Emphasis on dividend paying quality stocks

 ·       Enhanced returns by using  ETFs and options

 ·       Independent research

 ·       Conservative

 ·       Low fees

 ·       We invest right along with you

 ·       Personalized portfolios held in Separately Managed Accounts

 ·       Safe-keeping of your portfolio by TD Waterhouse Institutional Services as custodian

 ·       Your interests always come before ours

 ·       Preserve capital rather than risk money chasing fads

 ·       Suitable for retirees and investors who want income

We accept personal and corporate accounts.

You can register for our newsletter, “The Income Portfolio Letter”, and other commentaries here.

Information about the “Choosing Income Investments” course at the University of Toronto School of Continuing Studies.

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