Become a Client - US and International

Our team provides portfolio management and trading services to clients throughout the Middle East. Our program is of particular interest to private investors and smaller institutional clients who are in need of a portfolio management team that is operating in Canada and has connections and contacts locally.

We offer both Canadian and US denominated accounts. The Canadian tax structure only requires that we withhold tax on interest and dividend income and not on capital gains.

Make sure to read more about our Fee Structure.

One of our team members is in the office Monday to Friday from 6:15 PST (17:15 Dubai / 16:15 Tel Aviv) - 18:00 PST (05:00 Dubai / 04:00 Tel Aviv).

Our New York phone number is +1 (646) 452.8750 and our Seattle phone number is +1 (206) 274.5701.

We travel to visit our clients in the Middle East on a regular basis. Contact us for details of our next scheduled visit.