Do you wish to incorporate your practice, save for your retirement, build wealth, or set up an education fund for your children or grandchildren? The Financial can offer you many investment solutions that meet your needs and reflect your personal, professional and financial situation.
Our full line-up of mutual funds
We provide you with PF Portfolios, made up of thirteen diversified funds allocated across three major mutual fund categories: balanced funds, fixed income funds and equity funds.
The management of a considerable estate is a complex and delicate task, which is why it’s important to turn to experts. We have broadened our service offering in Private Management to make it accessible starting at $250,000.
Private Portfolio Management: for investors with assets of $250,000 or more1
Private Equity Management: for investors with assets of $1,000,000 or more2
Our wide range of accounts
Every investment vehicle goes into an account, and you have several options to choose from. Whether it’s for registered or non-registered investments, our Advisors can provide helpful advice onhow to structure your portfolio.
1Family assets: you, a member of your family or a member of your sole proprietorship must have a minimum of $150,000 $
2Family assets: You, a member of your family or a memer your sole proprietorship must have a minimum of $750,000 and fulfill the minimum requirements for each asset class