SAFETY FIRST

ACCOUNT PROTECTION AND STRATEGIC PARTNERSHIPS

As an Investment Counselor we do not take custody of your portfolio or accept any cash or cheques.  We leave that stuff to the pros.

We are advisors on your account which can be held at any national discount brokerage or full service investment dealer.  Like most people, at CastleMoore we believe the safest place to keep your assets is in a bank vault. We just don't think the banks should be giving out investment advice.

At CastleMoore we've partnered with the National Bank of Canada, an institution established in 1859, and that has 500 Canadian Branches, 20 US and 120 foreign country representations, deposits of more than $26 billion and a strong working capital base of over $5 billion—good enough for us.

Though in our relationships we'll work with a preference for a particular institution clients may have, we are able to provide the full benefits of CastleMoore's portfolio management technique through National Bank's Correspondence Network.  You see we negotiated a great deal with them that allows us to provide our cost-effective, flat fee pricing. For more details on this subject please consult the “Cost of Services” page.

No matter what institution provides client custody, tax and transaction reporting and monthly account statements, all CastleMoore clients are protected through the Canadian Investor Protection Fund.  In addition, CastleMoore clients are provided an additional layer of protection through a separate insurance policy with AIG Group.