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Anthony Layton MBA, CIM

Chairman & CEO, Portfolio Manager

Peter Guay MBA, CFA

Portfolio Manager
Contact
  • T514.875.7566 x 224
  • 1.800.875.7566
  • F514.875.9611
  • Place Alexis Nihon
  • 3400 de Maisonneuve Ouest,
    Suite 1501
  • Montreal, Quebec H3Z 3B8

What is an IPS and why you need one

By Anthony Layton · June 11, 2017 - 0 comments

Investment advisors make sales calls every day, pushing investments that often aren’t in their clients’ best interest. Sometimes they don’t even bother to make a call. They just load up accounts with investments and beg for forgiveness later, if and when things go wrong.

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Where There’s a Will, There Are Three Basic Documents

By Peter Guay · June 6, 2017 - 0 comments

In my last “Do It Together” video, I introduced how important it is for young professionals with families to have a will in place to protect their loved ones’ interests – especially your kids. Once you’ve thought through your basic intentions, the next step is to reflect them in three basic documents: your will, your power of attorney, and your mandate (or living will).

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