For over 20 years we have assisted private and corporate clients in creating investment portfolios to meet their long-term financial goals.
We provide a full service platform that allowes investors to take advantage of the many types of investment accounts available to Canadian and International investors.
We listen, analyze your investment objectives. Then recommend suitable investments designed to meet your goals, within your risk tolerence and comfort level. We then monitor and report on a regular basis. We pride ourselves on providing the superior service.
Our team is comprised of people with a passion for the investment business. Industrial Alliance Securities is one of the largest independant financial companies in Canada. We pride ourselves on our commitment to the highest level of ethics and integrity. We continually work to improve our industry knowledge. You can count on suitable, unbiased guidance.
Rob G. began his investment career in September, 1996 with CIBC Wood Gundy. After several years with a bank owned firm he decided it was best for his clients to operate under the independent investment dealer model. He now has the freedom to provide unbiased investment advice on a strong platform with a leading independant financial compay. His spare time is spent driving his children everywhere. Coaching youth basketball and attempting to play golf.
Rob D. began his investment career back in the late 80s. Through the years he has invested extensively in equity and real estate markets. He became an equity trader on the floor of the TSE in 1987 eventually transitioning into the investment advisory arena and is accredited for both equity and options trading as well as holding licences in real estate and insurance. Rob is an avid hockey player, enjoys riding his motorcycle and is an active fundraiser and participant in the annual Road Hockey for Cancer tournament.
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It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment