Company Profile

We are a boutique firm offering unfettered access to funds.
We are unbiased and dedicated to our clients.

Our Investment Philosophy

Our philosophy is to provide investors with sound, professional independent advice on how to invest their financial resources for their economic well being.

Professionalism and Expertise

Our Financial Advisors are qualified and hold the designations of CFP Certified Financial Planner and or CIM Canadian Investment Manager, Income Tax Specialist

Our Mission

Is to provide our clients with the best investment resources, financial planning, and taxation advice needed to maximize personal financial wealth in a changing economy, and to preserve and protect their future financial security.  To achieve these goals, we will work together with our clients to develop financial strategies based on their individual and unique requirements.

Advisor’s Profile

As a Certified Financial Planner (CFP) Chartered Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI) with over 20 years experience in economics, mutual funds, accounting, taxation and international business.  Mr. Abu-Saud and his team are well qualified to provide detailed objective advice to investors in assisting them to reach their goals.

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