Investments are a vital component in the process of achieving financial independence. Our GoldLeaf investment process was developed at the intersection of our clients’ increasingly complex investment needs and our commitment to constant financial innovation. GoldLeaf provides you the discipline and objectivity of a well-managed pension fund in concert with the knowledge and insights we’ve gleaned from our dialogue and planning with you. By employing conservative strategies, we ensure you access to lower-risk, growth-oriented opportunities with rigourous monitoring to maintain your optimum asset allocation.

"GoldLeaf provides you the discipline
and objectvitiy of a well-managed pension fund"

Once your strategy is identified, your funds are invested with third-party investment managers who are among the top in the world. Our independent due diligence manager carefully selects specific investment managers and monitors their performance. This ensures your portfolio is continually aligned with your plan and strategies for financial independence.

Our process is inclusive and transparent. Like your overall plan, your investment strategy will evolve with your situation and lifestage as we continue to work together.

GoldLeaf is available through CPA Securities Inc.

CPA Securities Inc. is an investment dealer registered in the provinces of British Columbia, Alberta, Ontario and Quebec.

CPA Securities Inc. is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF).

This website is for use by persons resident in Canada. It is not intended to solicit business in jurisdictions where CPA Securities Inc. is not registered.