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Investments Overview

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We have the sharpest tools to provide you the ability to meet your goals, whatever they may be.

Toic Wealth Management is an independent office with access to a broad spectrum of investment opportunities. We are licensed with Cape Cove Financial (www.capecove.ca/en/) to provide investments in the Exempt Market (Private Markets) in Canada. Cape Cove Financial has Portfolio Managers on staffs that provide custom portfolios of public bonds and equities. We are licensed with the Registered Deposit Brokers Association (www.rdba.ca)  to provide GICs (Guaranteed Investment Certificates) across Canada.