At Blackmont, we believe that each of our clients is unique and deserves financial solutions tailored to their individual situation. To this end, I am supported by an open-architecture platform that provides my clients with virtually unlimited access to the very best products and services available from across Canada and around the world. We leverage the product manufacturing expertise of some of the world's most successful financial institutions but also develop innovative products and services internally when we feel opportunities exist to better serve the needs of our clients with proprietary solutions. When it comes to finding the solutions that suit our clients best — Blackmont sees no limits.

My clients have access to the following solutions and products:

• Retirement Savings Plans (RRSPs)
• Registered Education Savings Plans (RESPs)
• Retirement Income Funds (RRIFs)
• IMA Platform – Discretionary Portfolio Management Service
• Liberty Platform – Fee based account management
• Equity and preferred share instruments from all major North American exchanges
• Canadian & U.S. Fixed Income and Money Market Instruments Products
• Open and Closed End Mutual Funds including Disciplined Leadership Funds
• Investment Pools & Structured Products
• Life, Disability and Critical Illness Insurance*
• Segregated Funds*
• Term Certain and Life Annuities*
• Public Venture Capital: Early Stage Business Financing
• Blackmont Research

 
*Insurance products and services are offered by Blackmont Insurance Services Ltd.