The Benefits of Blackmont Capital Inc.

We are proud to be a part of Blackmont Capital Inc., an independent investment firm that provides expertise in wealth management, retirement planning and estate planning. We share Blackmont’s commitment to their core values that represent unique and meaningful benefits for our investors:

Boutique Service. Respecting the unique nature of each client, Blackmont tailors services to meet — and exceed — your needs. We focus on placing you first by offering unbiased financial advice and custom solutions.

Continuous Improvement. To set the new benchmark for excellence in the industry, we continually challenge ourselves to improve. Blackmont cultivates a learning environment, supporting employees in their pursuit of excellence through ongoing professional development. By staying at the leading edge of best practices and keeping abreast of product innovation, we serve you with even greater distinction.

Entrepreneurial Spirit. We are a company built by entrepreneurs for entrepreneurs. We refuse to accept multiple levels of bureaucracy. We are building this company together and every employee is encouraged to have a voice. From our back office to our branches, Blackmont favours creative problem solving and rewards independent thinking. This creates satisfied, free-thinking Investment Advisors who, in turn, create satisfied clients.

Performance Drive. We are driven to perform; the desire to succeed fuels us and gives us our energy. Blackmont is becoming home to the industry’s most talented financial professionals, attracted by a performance-driven culture that allows our clients to prosper as our people triumph.

Blackmont is an independently operated subsidiary of CI Financial Income Fund. CI Financial is a Canadian-owned diversified wealth management firm, publicly traded on the TSX under the symbol CIX.UN. Sun Life Financial, one of the country’s leading life insurance companies, holds a 36% interest in CI Financial. With CI as our parent company, Blackmont has an enviable position in the industry. We are a proudly independent firm with the client focus of a small investment shop and access to the substantial financial resources of one of the country’s largest investment companies.

Having the backing of such an established parent company gives our clients an added sense of stability. But what keeps them on board is our unfailing commitment to high-calibre client care and attention — the boutique service upon which Blackmont has built its reputation.

 
Safety and Security

Blackmont is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and as a client of an IIROC member firm you are covered by The Canadian Investor Protection Fund (CIPF), which protects client assets held at Blackmont Capital. A brochure explaining the coverage can be obtained upon request.