SERVICES

ACTIVE PORTFOLIO MANAGEMENT

If you are looking to have an actively managed portfolio, consider partnering with us! We help you open an account with our broker and have us authorized as your investment manager. This option allows you to deposit or withdraw funds at your own discretion while we actively manage which investments to buy or sell. This is suitable for individuals who want to invest, but don't want to deal with choosing which individual securities to buy and sell - we do the hard work for you! The minimum amount of capital required is $13,000 CAD or $10,000 USD. Please contact us for more information.

Please note that we have reached our maximum number of clients. Contact us to be added to a waiting list.

PORTFOLIO BALANCING

Want a second opinion on your portfolio or need help choosing which investments are right for you? We can help! For a small fee (depending on the total equity value), we can help optimize your portfolio based on your goals and risk tolerances. Please contact us for more information.

RESEARCH SUBSCRIPTION

Are you always on the lookout for new investments or searching for a source of recommendations and market news? Subscribe to our research package ($30/month) for information regarding stock picks and details regarding the holdings of our flagship portfolio.

OUR PERFORMANCE

Below is a summary of our flagship portfolio since January 1, 2016. As of 12/31/2020 we returned 209.35%.

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