Our mission is to give you peace of mind by looking after the process of investing for you. We provide professionally managed “pension-style” portfolios and help you implement effective wealth-building strategies.
Fee-based advisors are motivated to provide investment services based on what is in your best interest.
We charge a 1% flat fee on assets invested in our portfolios so we are incentivized to choose the best investments for you as opposed to “selling products” for their commissions or hidden fees!
Please see our Ethics page for more details on how our interests are aligned with yours!!
We analyze your existing portfolio with software and compare your performance to our CommonWealth portfolios. Decide for yourself how best to manage your investments.
We serve people just like you. Retirees, those planning for retirement, business owners, busy professionals, newlyweds, widows and widowers, families, corporations, and trusts. We provide professional money management and advice to free up your time and reduce your stress.
We hold the most trusted designations in the financial advisory industry:
Graz Circosta, CFP, holds the Certified Financial Planner designation.
Paul V. Perrone, CFA, holds the Chartered Financial Analyst designation.
Joseph Perrone, IA, is a Registered Investment Advisor.
We recommend proven financial strategies that are available to Canadians to build and preserve their wealth. We make investing comfortable for clients by managing the entire investment process for them.
We provide premium, full-service, investment management through our professional pension-style portfolios along with comprehensive financial consultation. We are accessible and maintain personal contact with our clients. We offer financial education through our weekly “Life is More” e-newsletter.
All types of investment accounts: Individual and Corporate accounts, RRSPs, TFSAs, RRIFs, Locked-In accounts, RDSP accounts, Cash accounts and Joint With The Right of Survivorship accounts.
Please ask us how we may assist you.
Yes. Queensbury Securities Inc. and their custodian Haywood Securities Inc. are both members of the Canadian Investor Protection Fund.
Our team members are licensed as Investment Advisors with the Canadian Investment Regulatory Organization, (CIRO), through our Investment Dealer, Queensbury Securities Inc.
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