Learn more about the services we provide and our investment philosophy with our free guide.
Easily evaluate the performance of different planning outcomes with the detail required to make an informed decision. Access professional grade planning tools designed for Canadians, completely free.
CIRO: Protecting Investors and Fostering Fair and Efficient Capital Markets across Canada.
This brochure provides information on:
This information and more is also available at www.ciro.ca.
Episode 355: Do Index Funds Incur Adverse Selection Costs?
Episode 354 – Jason Pereira: Expert Financial Planning
Market Volatility and Human Ingenuity
PWL Conflict of Interests Disclosure Statement
Introducing/Carrying Broker Disclosure Statement
Accounts and Services Agreement and Disclosures
