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Tel: (647) 693 0037

Tel: (613) 900 8135

18 Coral Cove Crescent, Toronto, Ontario  M3A 1G8
13 William Street, Delta, Ontario  K0E 1G0

Fax: (855) 751 5414

Mutual funds and exempt securities are sold through Portfolio Strategies Corporation. Other products and services are provided through Delta Creek Financial Advisors.  



There are over 70,000 financial advisors in Canada. The majority are hired as salespeople with no fiduciary duty, putting the needs of the client secondary to their employer's.    

When you have a focused team in place to help you understand how daily news on market swings affect your plan or how your additional savings improve your long-term financial health, you gain a feeling of control and a level of confidence in your path.  

This allows you to focus your energy on more important things such as careers, family and goals, while increasing your feelings of prosperity.


Ivari Insurance Co. 

At ivari we’re committed to using the power of communication to take the fear out of purchasing insurance, and replacing it with confidence. We’re here to help you understand your options so you have the information you need to make the right choice for protecting you and your family.

Manulife Insurance Co.

Manulife Financial is a leading Canada-based financial services group with principal operations in Asia, Canada and the United States.  Products and services include individual life insurance, group life and health insurance, long-term care services, pension products, annuities, mutual funds and banking products.

RBC Insurance

We offer a wide variety of insurance products to satisfy individuals, families and business owners.  Every stage of life comes with insurance needs. It might seem important for you to insure your home, car and property; do not forget about the most important things to insure... your life and your health.

BMO Insurance

As a member of the BMO Financial Group, BMO Insurance is founded on a legacy that extends back to 1817. This proven history of financial strength lets us stand behind our insurance products by offering flexible coverage options, comprehensive benefits and competitive prices. 

Canada Life Assurance Co.

Founded in 1847, The Canada Life Assurance Company was Canada’s first domestic life insurance company. Today, Canada Life provides insurance and wealth management products and services in Canada and internationally, primarily in the United Kingdom, Isle of Man, Ireland and Germany.

Sunlife Insurance Co.

Sun Life Financial’s roots run deep in Canada, where our company was founded more than 150 years ago. Our business began with the sale of insurance and has expanded to offer wealth solutions to our clients. Today we are an industry leader with a client base of millions of individuals and thousands of companies across the country – and many million more clients around the world.

Specialty Life Insurance 

Specialty Life Insurance is a wholly owned brand name of Insurance Supermarket Inc., one of Canada's leading nationwide brokerages. Together, we have helped tens of thousands of Canadians find effective personal insurance through solutions that ensure anyone can qualify for coverage - regardless of their age, health, or financial situation.

the Benefits Trust

As Third Party Administrators, BT offers alternatives to traditional employee benefits plans including Healthcare Spending Accounts and Administrative Services Only plans that match your compensation philosophy, your budget, and the strategic needs of your business.

AGF Investments

For nearly six decades, AGF has been providing asset management services to institutions and individuals around the globe. AGF began as a single innovative idea: to pool the funds of Canadian investors to provide greater access to the U.S. market. The American Growth Fund, created in 1957, was the first mutual fund in Canada to invest solely in U.S. equities


One of the world’s foremost independent asset management companies, recognized throughout the industry for its global strength and stability. The breadth of our global reach is complemented by our intimate understanding of the Canadian wealth-management market.

Dynamic Funds

Dynamic is a leading Canadian investment company offering comprehensive investment services that cover the entire spectrum of choice, including mutual funds, tax-advantaged products and customized high net worth programs.

Manulife Investments

Manulife Investments provides you with a variety of comprehensive investment solutions that can help you enjoy today while preparing for tomorrow. From long-term growth, capital preservation, to a sustainable income stream in retirement, our investment solutions allow you to create an investment portfolio that is as unique as you are.

Franklin Templeton Investments

Franklin Templeton Investments is dedicated to one goal: delivering exceptional asset management for our shareholders. By bringing together multiple, world-class investment teams in a single firm, we're able to offer specialized expertise across styles and asset classes, all supported by the strength and resources of one of the world's largest asset managers.

Fidelity Investments

Fidelity Canada provides Canadian investors a full range of domestic, international and income oriented mutual funds.  Fidelity is a proud supporter of the Boys and Girls Clubs of Canada and we are dedicated to helping young Canadians realize their full potential as productive, responsible and caring citizens.

Mackenzie Investments

Mackenzie Investments was founded in 1967 and is one of Canada's largest investment management firms by assets under management. Mackenzie Investments provides investment advisory and related services for retail and institutional clients

CI Investments

CI Investments has been managing money on behalf of Canadian investors since 1965. In 1981, CI entered the global fund arena with the introduction of CI Pacific Fund – one of the first funds in Canada devoted to Asian markets. The company became known for its expertise in foreign funds and adopted the name Canadian International Fund Management.

Bullion Management Group

BMG’s 15-year history of ethical management and compliance is achieved in partnership with the industry’s most trusted business entities including, among others, our custodian, The Bank of Nova Scotia, and their auditors, BDO Canada LLP.  BMG is regulated by the Ontario Securities Commission (OSC) which monitors compliance with the requirements of the Securities Act (Ontario).

TREZ Capital

Trez Capital is one of the largest non-bank commercial mortgage lenders in Canada. We offer private and institutional investors opportunities to participate in high yield mortgage investment funds and individually managed portfolios. We also serve the needs of commercial real estate developers by providing innovative, short-term financing on quality projects.

Temperance Capital 

Temperance Capital is a private investment company which provides royalty-based financing to both private and public companies.  We invest capital into your company in exchange for a return based on a small percentage (typically 1%- 5%) of your revenue. The royalty payment is adjusted on an annual basis to match the annual change in your revenue. We include a cap on our royalty that limits our participation in your growth.

Gravitas Financial Inc.

The investment objective of Gravitas Select Flow-Through Limited Partnership is to provide its limited partners with a tax assisted investment in a portfolio of flow-through shares of primarily select Canadian precious and base metal resource and oil & gas exploration, development and producing companies.

iShares by BlackRock

BlackRock offers a range of solutions for institutions, financial professionals and individuals across North America.  From shop assistants in your local stores to national organizations and non-profits, BlackRock has helped people from across North America take control of their financial security for more than 30 years.

Invesco ETF's

Since 1981, Invesco has played an integral role in the lives of Canadian investors from coast to coast. Today, they remain committed to helping investors achieve their long-term financial goals.  Invesco is home to QQQ, ranked in the top 1% tracking the NASDAQ-100 index. Since its formation in 1999, it has demonstrated a history of impressive performance.  

First  Asset ETF's  

First Asset offers extensive ETF expertise and insights, leveraging their significant tenure in the ETF industry in Canada and ongoing in-house training and education.  Importantly, they are well supported by our strategic analytics and product team, offering valuable insights into ETF integration for portfolios, portfolio analytics and product comparisons.

Vanguard Investments 

Vanguard is one of the world's largest investment companies with 30 million investors changing the way the world invests.

Others followed our lead with index funds and low-cost investing. The time has come for convenient, affordable financial advice. Learn the value of good advice

BMO Exchange Traded Funds

BMO ETFs are Canada's leader in meeting the needs of advisors and investors, with cost effective, solutions-based ETFs based on market-leading indexes. Our innovative suite includes a powerful line-up of core ETFs that can form the long-term foundation of an investor’s portfolio. Our core offering covers the world’s most recognized indices. 

Horizons Exchange Trade Funds 

Horizons ETFs Management (Canada) Inc. is an innovative financial services company offering the Horizons ETFs family of exchange traded funds. The Horizons ETFs family includes a broadly diversified range of investment tools with solutions for investors of all experience levels to meet their investment objectives in a variety of market conditions.