In developing an investment portfolio that is ideally suited for you or your company, Stonehouse Financial will assess your risk tolerance and investment time horizon to determining a recommended solution that minimizes market risk as much as possible for your stated objectives.

As a financial advisor who provides independent financial advice, I am able to select the product and investment company that is the best fit for you.

Investment solutions may include the following:

  • Corporate Class Mutual Fund Portfolios
  • Segregated Fund Portfolios
  • Exchange Traded Fund (ETF) Portfolios (available through referral arrangement with FundEX)
  • GICs
  • Discretionary Asset Management (available through referral arrangement with FundEX)
  • High Interest Savings Accounts

To learn more about investment solutions, book an appointment with Chris Chard at Stonehouse Financial in Kingston.

Mutual funds provided through FundEX Investments Inc.

Make sure to read our Disclosure and Investor Privacy Notice.

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