AUM (Assets Under Management) refers to the management of your investments by a team of professionals. Our referral partners will tailor a portfolio based on your risk tolerance, financial goals, and long-term objectives. They actively manage and monitor your investments to maximize returns and manage risk.

Yes, our referral partners are licensed Investment Advisors. As a result, they are able to advise and manage individual stocks, ETFs, GICs, bonds, hedge funds and almost any investment available in the market. Whether you have specific assets in mind or need guidance, the financial experts conduct thorough market research to recommend options that align with your goals. They are here to help you make informed, strategic investment choices.

Our team is backed by top-tier credentials. Bhavin is a Licensed Financial Advisor and holds his Chartered Investment Manager (CIM) designation, is licensed to trade Options, has access to capital markets, and is a Certified Financial Planner (CFP). With this expertise, you’re in good hands when it comes to sophisticated investment strategies.

Our referral partners are regulated through CIRO and assets under management are protected by CIPF. The coverage is:

- $1 million for all general accounts combined (such as cash accounts, margin accounts, TFSAs and FHSAs), plus

- $1 million for all registered retirement accounts combined (such as RRSPs, RRIFs and LIFs), plus

- $1 million for all registered education savings plans (RESPs) combined where the client is the subscriber of the plan.

Absolutely! The investment advisors are here to work with you to create a portfolio that’s tailored to your financial goals, risk tolerance, and lifestyle needs. They don’t believe in a one-size-fits-all approach. Instead, they'll get to know what matters to you and offer options that align with your unique vision for the future.

Large corporate firms can only offer their limited product shelf and/or proprietary funds, whereas as an Independent firm they are not restricted to any mutual fund, stock, or ETF, allowing clients to diversify their portfolio with various holding types that helps them meet their financial goals.