As approved Portfolio Managers by the Ontario Securities Commission, the team at Investment Strategies can help you manage your investment portfolio effectively.
Our approach when managing investments and assets is client-centric. We always, always, always put the needs and wants of our clients first. We understand that entrusting an advisor to deal with your finances can be daunting and you need to be confident that you’re working with someone you can rely on.
That’s why we take the time at the start to get to know you, your business and your situation thoroughly before we begin any work.
Solid investment decisions can’t be made alone. You need to enlist the help of a qualified and experienced advisor, someone who understands where you’re at. At Investment Strategies, we see the whole picture. We take a step back and look at your personal, business, financial and lifestyle goals to ensure we’re on the same page.
Our advice and guidance have helped many entrepreneurs maximize their returns and make the most out of their money.
Our team, including Propel CPA can help you manage your investments, reduce your risks and build your wealth. There’s no need to deal with multiple organizations with limited or no communication between them. Talk to us to find out how we help with every piece of the puzzle.