Professional Trading &
Portfolio Management
Expert traders execute sophisticated investment strategies on your behalf using our award-winning technology platform
Expert Traders. Award-Winning Platform.
Our experienced trading professionals execute sophisticated investment strategies on your behalf, utilizing cutting-edge technology and comprehensive market analysis. You monitor - we execute.
Professional traders manage your complete investment portfolio with sophisticated strategies tailored to your risk tolerance and financial objectives. Full transparency through our client portal.
Expert execution across Canadian equities (TSX), international markets, options, ETFs, and alternative investments using institutional-grade trading technology.
Sophisticated trading platform with real-time market data, advanced analytics, and comprehensive portfolio monitoring accessible 24/7 through your secure client portal.
Real-time tracking of every trade executed by our professionals with detailed analytics, performance metrics, and comprehensive reporting through your personal dashboard.
Sophisticated options strategies executed by experienced professionals including calls, puts, spreads, and advanced hedging techniques for risk management and income generation.
Detailed trade notes and market insights from our expert team accompany every transaction, providing transparency and educational value for informed investment decisions.
Professional Portfolio Management
Expert traders execute sophisticated TSX and international strategies on your behalf, combining 20+ years of Canadian market expertise with institutional-grade technology for superior risk-adjusted returns.
- TSX-focused equity strategies
- Professional trader execution
- Real-time portfolio monitoring
- Tax-loss harvesting (Canadian)
- Currency hedging (CAD/USD)
- Quarterly performance reviews
Canadian Wealth Planning
Comprehensive wealth strategies designed for Canadian tax laws, including RRSP/RRIF optimization, estate planning, and intergenerational wealth transfer using sophisticated Canadian investment vehicles.
- RRSP/RRIF optimization
- Canadian estate planning
- Capital gains tax strategies
- Family trust structures
- Corporate class investments
- Successor holder arrangements
Canadian Alternative Investments
Exclusive access to Canadian private equity, real estate investment trusts (REITs), resource sector opportunities, and alternative strategies typically reserved for institutional investors.
- Canadian private equity funds
- TSX-listed REIT strategies
- Resource sector exposure
- Infrastructure investments
- Commodity-linked securities
- Structured products (CAD)
Advanced Risk Management
Sophisticated hedging strategies using Canadian derivatives markets, currency protection, and volatility management specifically designed for Canadian market conditions and regulatory environment.
- TSX options strategies
- CAD/USD hedging programs
- Montreal Exchange derivatives
- Portfolio insurance solutions
- Volatility harvesting
- Downside protection strategies
Canadian Corporate Advisory
Specialized corporate finance services for Canadian businesses including TSX/TSXV listings, M&A advisory, capital raising, and strategic financial planning with deep Bay Street expertise.
- TSX/TSXV listing advisory
- Cross-border M&A expertise
- Canadian capital markets
- Regulatory compliance (OSC)
- Valuation services
- Strategic financial planning
Institutional Investment Services
Comprehensive investment solutions for Canadian pension funds, endowments, and institutional clients with customized mandates, regulatory reporting, and fiduciary-grade governance.
- Pension fund mandates
- Endowment management
- Fiduciary governance
- Canadian regulatory reporting
- Risk budgeting systems
- Performance attribution