Investment Planning and Advisory Services

We tailor an individual financial solution for you to meet your individual needs.

Account Service

The full range of Canadian account types including TFSA, RESP, RRSP, RRIFs, Cash Accounts and Margin Accounts in both US and Canadian currency. Your investment Advisor will help you to choose the most appropriate type of account to suit your individual needs.

US & Canada Market

A team of professionals who understand and cater to the culture and needs of our Chinese investors from a firm originated in China. You may Access to all North American (US and Canada) equity and fixed income markets.

Hong Kong & China Market

We provide a convenient channel for you to allocate your asset in Hong Kong, Shanghai, Shenzhen stock market.

A Comprehensive line-up of Products

We provide a comprehensive line-up of products including common and preferred shares, bonds, options, debentures and residuals, mutual funds, exchange-traded funds (“ETFs”), structured products, trust units and much more.

New Issues & Bought Deals

We offer new issues and bought deals provided by our partner Raymond James Ltd and through our relationships with other Canadian and International investment dealers.