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Modelling & Trading

In house trading desk handles all execution with institutional best practices

Portfolio modelling services eliminate the need for associates to operate software or spreadsheets

Canada’s premiere Portfolio management and accounting platform enables powerful risk analytics, back-testing and stress-testing of portfolios.

Automated rebalancing and mandate tracking

Modelling and trading solutions at both Household and Account level

In house trading desk handles all execution with institutional best practices

Portfolio modelling services eliminate the need for associates to operate software or spreadsheets

Canada’s premiere Portfolio management and accounting platform enables powerful risk analytics, back-testing and stress-testing of portfolios.

Automated rebalancing and mandate tracking

Modelling and trading solutions at both Household and Account level

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