We offer specialized & personalized services that make you feel good about your investments.

• Advisor Managed Accounts: You no longer have to make daily investment decisions – you can entrust them to our team. An Investment Policy Statement (IPS), based on your objectives, comfort and financial situation, sets the guidelines, asset allocation and diversification of your portfolio. Sudden opportunities and risks can be addressed swiftly without waiting for your approval. One transparent, asset-based fee with no commission per trade.
• Alternative Strategies: We hedge against systemic market risk, similar to authentic hedge funds, to build resilient portfolios and help generate strong returns by limiting the impact of downturns in the markets. Utilizing options strategies enables us to reduce risk and enhance returns. 
• Corporate & Institutional Cash Management: JAM clients hold separately managed securities, which can be more cost-effective and nimble to adjust than large mutual funds.
• Family Investment Portfolio Management: Fully customized for your family needs and dynamics. 

• Registered & Non-Registered Retirement Account Management: At JAM we see these as personal pension plans, along with Individual Pension Plans (IPPs) for executives and entrepreneurs which can help to defer more tax than Registered Savings Plans (RSPs).
• Risk Minimization: JAM clients often take enough risk in their professions and enterprises and don’t want to assume more in their portfolios. Already carrying lines of credit and loans to support their families, they entrust us to steward their wealth with conservative strategies.
• Holistic Wealth Planning: We take a full, family approach - working with your lawyers and accountants to deliver coordinated, integrated services. The JAM team has a dedicated wealth planning liaison to connect you with a team of TD specialists, such as Wealth Advisory Services planners, who offer sophisticated expertise in:
  • Tax planning
  • Estate and trust planning
  • Retirement planning
  • Insurance solutions
  • Business succession planning
  • Charitable giving strategies
  • Creating your own private family foundation.