NAVIGATING YOUR FINANCES TO SAFE HARBOUR
You want to grow your wealth safely with a plan and goals in mind,
but the ups and downs of the stock market make you anxious.
Services
TRUST IS WHAT WE BUILD.
PEACE OF MIND IS WHAT YOU GET.
Goal-Based Investment Advisory
Exempt Market Products
Customized Retirement Projection
Private Equity and Private Credit
Stocks, Bonds, Structured Notes
Limited Partnerships
Passive and Active ETFs
Tax-Efficient Mutual Funds
Your Advisor
ARPAD Komjathy
MBA, CFP, CIM
Yes, you have guessed it right: I am the bald guy in the picture with my family.
As an investment advisor since 2006, I have been blessed with not only a great family, but many awesome clients.
After receiving my MBA in finance from the Richard Ivey School of Business, I also obtained the prestigious Certified Financial Planner and Chartered Investment Manager designations.
In addition to looking after my clients and family, I make some time for gardening, sailing, reading, and playing with our dog Mokka.
Contact Us
GROW YOUR WEALTH WITH PEACE OF MIND.
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Our Clients Can Access their Accounts 24/7
Through our custodian, Aviso Financial Inc., our valued clients are able to review their various investment accounts and even download copies of their tax documents.
