Our Process
We understand that no two people are the same. Which is why we start by listening to your goals and motivations. Drawing on our experience in financial markets, leveraging our research partners, and utilizing comprehensive planning tools, we collaborate with you on a plan for the road ahead.
Our Philosophy
We build investment portfolios that are tailored to meet your goals. The investments we select are value-oriented, globally diversified, and balanced with a steadfast focus on both long-term growth and income generation. Our decisions are based on investment fundamentals and not short-term price considerations.
THE OPA DIFFERENCE
Partners for a secure future
Since 1994, Old Port Advisors has been helping individuals and families protect and grow their wealth. Our focus is on your goals and following strategic investment principles to drive results.
As a Registered Investment Advisor, we are bound by the fiduciary duty to act in our client’s best interests. Our advisor-client relationships are built based on our core principles of trust, transparency, and commitment.
Use today to plan for tomorrow.
Discover an array of services for all your financial planning needs.
- Investment Management
Investing shouldn’t overwhelm, confuse, or intimidate. Professional investment management focuses on obtaining real results through intelligent strategies and open communication.
- Retirement Planning
It’s the day you’ve been waiting for – retirement. Calculating needs and expenses for your golden years are a crucial step to enjoying financial confidence after work ends.
- Estate Planning
A well-crafted estate plan can allow your assets and priorities to passed on to your loved ones effectively and efficiently.
- Corporate Retirement Plans
Selecting and implementing the right retirement plan for your business can not only help attract top talent in a competitive jobs market, but it can also increase tax efficiency to help your bottom line.
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