Steven Dion, BBA

Mission

Our mission is to help you manage your wealth every step of the way so you can achieve the things that matter most to you.

Investment Philosophy

Our primary focus is risk management

We look for the best possible return according to your portfolio's risk level. We use quantitative and technical analysis tools to identify undervalued securities to ensure you'll hold them until they reach their full value.

This top-down approach helps enables:

• a macroeconomic and geopolitical analysis of companies
• leveraging the best investment opportunities
• an asset allocation that factors in your risk tolerance
• the creation of a portfolio that fits your financial goals

What sets us apart

We keep you front and centre.

• You can count on our reliable and qualified experts.
• Our team is easily available to answer your questions.
• We work with you to plan our meetings and communications.
• We offer structured note investment strategies.
• We provide specialized services to entrepreneurs, including business transfers.
• We have the expertise to help with your intergenerational wealth transfer and family asset management needs.

Values

The values below define our team and reflect the kind of caring and professional relationship we want to build with you.

• Trust
• Integrity
• Respect
• Discipline
• Transparency

Service Offer

Comprehensive wealth management services

Our products and services are designed to meet all of your wealth management needs when they arise: investments, financial planning, specialized services, banking services, insurance and financing. We work with our specialists or yours to make sure every aspect of your financial life is covered.

 

Our accounts and products

The right account for you

• Cash accounts
• Margin account
• Short margin accounts
• Options margin accounts
• Registered accounts (RRSP, LIRA, TFSA, RESP, RRIF, LIF)

A wide range of investment products

• Canadian, US and international equities
• Federal, provincial, municipal and corporate bonds and unsecured bonds and strip coupons
• Guaranteed investment certificates
• Mutual funds, exchange-traded funds (ETFs) and index funds
• Private equity, alternative investments, structured products, etc.
• Equity options, futures contracts and warrants*

*Read the information document on the risks involved with options.