Investment Management

Through the power of knowledge, tools and technology, BSG&L can help you build a diversified portfolio that meets your long and short-term financial goals, considers your time frame and aligns with your risk tolerance. We’ll help you understand your investment options, choose from a variety of assets, allocate your funds among asset categories such as stocks, bonds and cash alternatives, and continuously monitor the performance of your investments.

For both individual investors and business clients, BSG&L offers the focused attention of a personal registered financial advisor, coupled with the services and wide array of investment products you need to feel secure with your investment strategy.

  • Asset allocation strategies
  • Asset-based fee structure
  • Professionally-managed portfolios of individual stocks, bonds and mutual funds
  • No sales loads on any mutual fund products