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Condominium Reserve Fund Investing

Personal & Corporate Investing

Personal & Corporate Insurance

Employee Savings

Plans

Wealth Management
 

Comprehensive financial advice for corporate and personal wealth.
 

 

As an independent investment and insurance brokerage firm, we provide wholistic advice that encompasses all aspects of wealth management. We take a direct role in our clients' entire financial position in order to provide meaningful solutions across the entire range of needs, including cash-flow management, investment strategy and insuring against life's potential risks. 
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Over our 46-year history, our advice remains unbiased, diligent and focused. We have an incredibly successful and proven track record with growing our clients' wealth. Our deep understanding of contemporary wealth strategies provides a meaningful benefit to our clients' success. 

Work with Us

Full-service financial solutions with proven results.

Product Access

We have extensive access to market investments, insurance products and bank issuers.

Planning Driven

Every solution is developed by
our goal-driven processes that encompass all available resources.

Service Excellence

We provide superior service with a commitment to ethics, caring and trust.

Cost-effective Advisory
 

Leading-edge solutions without the fee burden.
 

 

Our roots were in big bank financial services and investment banking. The downside of the big bank brokerage model is that their systems revolve around maximizing corporate profits at the expense of providing clients with unbiased solutions and cost-effective management fees. Solutions are typically proprietary managed accounts that pay their wealth teams first. Additionally, bank advisors are typically charging 1.50 - 2.50% per annum to simply babysit client accounts. The alternative is low-cost, self-serve brokerage accounts that short clients on trade pricing and charge transaction and accounts fees with no assistance.

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Our firm provides truly unique client-first investment solutions that are not tied to any product provider. Our fee structure for comprehensive planning, tax, estate, investment trading and risk management is less than 0.50% per annum for qualified accounts.

Address

115, 1925 18 Ave NE

Calgary, Alberta

Canada

T2E 0P4

 

 

 

 

2024 Line Brokerage Services Inc. All rights reserved.​

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Stocks, Bonds, ETFs and Mutual Funds are offered through Manulife Wealth Inc.

Insurance products and services are offered through Line Brokerage Services Ltd.  

Banking products and services are offered through referral.​

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CDIC  |  Canada Deposit Insurance Corporation​​

FSRA  |  Financial Services Regulatory Authority of Ontario​​

Proceeds of Crime (Money Laundering) & Terrorist Financing Act

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​​Legal and Disclaimers  |  Privacy Policy​​​

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Advisor Report
Regulated by CIRO
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