Services /

Our services are tailored to meet your needs

OUR SERVICE PLEDGE TO YOU

At Industrial Alliance Securities, Team Besler has developed a culture of service excellence that is rarely duplicated by our competitors. We excel in adding the kind of value you expect from a business relationship while clearly relating to your personal values and lifestyle.

TAX-ADVANTAGED INVESTING

Today investors are looking for strategies to defer or minimize the potential impact of Federal and Provincial income tax on their investment returns. As part of our services, our clients benefit from our dedication to finding investments and strategies which help reduce taxes payable and maximize after-tax returns.

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INVESTMENT CHOICES

As Investment Advisors at Industrial Alliance Securities, a nation-wide brokerage firm, we have access to a global platform of resources that enables us to select the products and services that match the diverse financial needs of our clients.


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CURRENT FOCUS

Respected for his informed opinions and unique writing style, Peter Besler has often been asked to provide his expertise and viewpoint on a variety of investment related topics. Our current focus list provides clients with the latest in media coverage featuring Peter Besler.


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Retirement Investing

Peter Besler is an astute professional who maintains close contact with each of his clients. In addition to an impressive list of professional accomplishments, Peter Besler achieved EPC (Elder Planning Counselor) certification in order to better understand and specialize in servicing mature investors.

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investment advisory services designed for YOU

We offer a complete range of investment advisory services, business owner services and investment planning services including:


Individual Advisory Services

Customized asset allocation advice, extensive investment advisor research, portfolio rebalancing, ongoing monitoring and performance reporting


Business Owner Services

Business investment services, working and growth capital, diversification of personal wealth, pension plan analysis


Please contact us to determine which products and services may be appropriate for you. We look forward to speaking with you.

THE WAY WE DO BUSINESS

Understanding: As investment advisors, we seek to understand our clients broadly and deeply enough to find opportunities that add value not only to their financial needs, but also to their life aspirations.


Caring: We know how hard our clients work for their money, and why. They do it to build a meaningful life for themselves, their family and their community. We work just as hard to help them achieve that life. We are backed by years of experience helping clients preserve and grow their wealth and access the depth of resources that comes from being part of one of Canada’s leading financial firms.


Our Advantage: Our approach is simple. We want to know as much as we can about our clients, so we’re in the best possible position to help them. And that doesn’t mean we just want to know about their finances. Yes, we must understand what your assets and liabilities are and how your portfolio is structured. However, the more important information has to do with your goals for you and your family, your feelings about where you are and where you hope to be and, of course, your fears, and the things that may prevent you from getting what you want.


Our Solutions: We recognize that everyone is different, so we tailor our advice to each client’s unique aspirations. This in-depth knowledge of you, combined with our in-depth knowledge of investing, will help us create solution strategies aimed at trying to achieve the things you really want. And we have the freedom to implement those strategies using the products, services and skills of a leading financial services firm.


Many of our clients prefer that we take the time to meet in person. Please feel free to make an appointment to come and see us during a time that works best for you. We would wlecome your visit to our conveniently located office.

To discover the benefits of having Peter Besler as your personal financial advisor please call or email