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Tag: inancial planning

The Benefits of Discretionary Investment Management

The Benefits of Discretionary Investment Management

What is discretionary investment management? Discretionary investment management is the buying and selling of investments on your behalf by a licensed Portfolio Manager who is granted authority to undertake trades…

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  • Discretionary Investment Management
  • Tax & Financial Planning
  • Estate Planning
  • Business Family Planning
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Often searching out the graphical symmetry in chaos, while still maintaining the personality and emotion of the subject. The excitement and anticipation as we waited to see the next piece of unpredictable chaos was electric.

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The Access group of companies provide wholistic wealth management solutions for high net worth clients. Financial planning services and insurance solutions are offered through Access Private Wealth Corp. Investment management services are offered though Access Family Office Corp., a Portfolio Manager registered in the provinces of Ontario, British Columbia, Alberta, Manitoba, New Brunswick, Quebec, and Prince Edward Island.

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