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Our Services
Individuals and Families
Retirement Planning
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Products and Services

Products and Services

Here is an overview of the breadth and depth of our best-in-class financial services:

Investment Management

  • Protect, preserve and grow your capital
  • Investment Policy Statement (IPS)
  • Customized investment analysis and review
  • Keeping you on track
  • Discretionary portfolio management services

Specialty Financial Services

  • Customized investment strategies
  • Hedging and monetization strategies
  • Structured guaranteed investments
  • Insurance services
 

Advisory Services

  • Financial planning and modelling
  • Estate and retirement planning
  • Philanthropic advice
  • Family wealth counselling
  • Succession planning

Small Business Consulting

  • Assisting entrepreneurs with their business development
  • Divestitures
  • Financing
  • Assistance with growth and development
  • Identifying your key concerns and finding solutions

Here is an outline of our diverse array of best-in-class investment products:

Equity investments

  • Equity and preferred share instruments from all major North American exchanges
  • Open and closed end Mutual Funds
  • Investment pools and structured products
  • Equity linked notes
  • Options

Alternative Investments

  • Hedge Funds
  • Income Trusts
  • Managed Futures
  • Real Estate Investment Trusts (REITs)
  • Principle Guaranteed Notes

Registered Education Savings Plans (RESPs)

  • Family plans
  • Individual plans

Online Access

  • Envoy – Live 24/7 Internet access to account information, market data, news and investment research
  • Electronic monthly statements
 

Canadian and US Fixed Income and Money Market Instruments

  • Government Guaranteed Bonds
  • Canada and Ontario Savings Bonds (CSBs and OSBs)
  • Strip bonds
  • Commercial paper
  • Treasury bills and bankers’ acceptances
  • Corporate bonds
  • Mortgage backed securities
  • Guaranteed Investment Certificates (GICs)

Life Insurance Products

  • Life insurance
  • Disability and critical illness insurance
  • Segregated funds
  • Term certain and life annuities

Retirement Products

  • Registered Retirement Savings Plans (RRSPs)
  • Registered Retirement Income Funds (RRIFs)
  • Life Income Funds (LIFs and LRIFs)
  • Individual Pension Plans (IPPs)
  • Retirement Compensation Agreements (RCAs)

Research

  • Blackmont’s own in-house analysts


Insurance products and services are available through Blackmont Insurance Services Ltd.

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