We strive to safeguard our clients' portfolios by relying on a conservative investment approach. We are committed to delivering personalized solutions and concrete results. As part of that commitment, we rely on a disciplined investment philosophy to manage risk and help ensure your portfolio is built on a strong foundation.

As part of our approach, The Ritcey Team provides ongoing guidance and portfolio monitoring through all types of market conditions, involving you every step of the way.

We can offer you the following and more:

Equities:
Common Stock
Preferred Stock
Preferred Securities
Income Trusts
Real Estate Income Trusts (REITS)
Limited Partnerships
Options
Canadian Controlled Private Corporation (CCPC) Shares
New Issues (IPOs)

Fixed Income:
Government of Canada Bonds
Provincial Bonds
Municipal Bonds
Corporate Bonds
High Yield Bonds
Foreign Bonds
U.S. Pay Bonds
Real Return Bonds
Stripped Bonds
- Coupons
- Residuals
Mortgage–Backed Securities
GICs/Term Deposits
New Issues (IPO’s)

Money Market:
Canada Savings Bonds
Canadian T-Bills
U.S. T-Bills
Foreign Treasury Bonds
Cashable GICs
Money Market Mutual Funds
Bankers Acceptances
Commercial Paper
Short Term Bonds and Strips

“ To invest successfully over a lifetime does not require a stratospheric IQ, unusual business insight, or inside information. What’s needed is a sound intellectual framework for decisions and the ability to keep emotions from corroding that framework.”

                   ~ Warren Buffett
 

Funds:
Mutual Funds
Closed End Funds
Exchange Traded Funds
Segregated/Protected Funds

Hybrids:
Stock Indexed GICs
Convertible Debentures
Structured Notes
Derivative