Investment Solutions
OUR PHILOSOPHY
“Secure Your Financial Future”
We are professional wealth managers who work to enhance the income, growth and tax-favoured treatment of your long-term investments.
- Advisory wealth management
- Asset Allocation
- Inheritance and insurance planning
- Portfolio structuring
- Traditional brokerage
- Structured products
There are a number of key steps in our advisory process:
1. Opening client contact
2. Fact find leading to tailored portfolio
3. Client lodges funds into BNY Mellon Pershing
4. Seaspray places orders on behalf of client
5. Executed portfolio is cleared for client on Pershing
