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Services

We provide our clients with an extensive range of services, including equity sales and trading, investment banking, leading-edge research and investment advisory services. We offer "full service" and ensure that all the teams at MGI Securities, from management through to retail, work together to ensure the needs of our clients are met.
 
 
Planning Solutions
Retirement Estate & Tax
National Bank Correspondent Network Partnership
 
Planning Solutions
We have several Certified Financial Planner™ ("CFP's") on staff that can assist our clients with their financial planning needs. The CFP™ registered certification identifies individuals who are dedicated to a high level of professionalism in providing financial planning advice. The CFP credentials assure you that those using them have agreed to adhere to the highest internationally recognized standards of competence and ethical practice as set out by Financial Planners Standards Council (FPSC).
Retirement Estate & Tax
Through our qualified Investment Advisors or through our affiliate companies we can offer a variety of retirement, estate and tax planning solutions.
National Bank Correspondent Network Partnership
National Bank Correspondent Network (NBCN) acts as custodian for all of MGI Securities' client assets and performs our back office functions. In addition, our relationship with NBCN provides access for our clients to a full range of traditional banking services, fixed income and new issue products and complete access to its extensive research.
NBCN is the foremost provider of third-party administrative and support services to the Canadian financial services industry, administering over $31 billion on behalf of 85 independent firms across the country. NBCN is a member firm of the Canadian Investor Protection Fund.
Innovative Full Service Solutions
We offer clients access to a professional team qualified to service your wealth management needs. We are committed to providing customized, innovative and effective solutions that will enable you to achieve your financial goals. Our Corporate Finance team and brokerage offices add value to your investment strategy, using a disciplines and skilled approach in areas such as portfolio construction, research and trade execution.
Innovative Full Service Solutions

Member of CIPF and IIROC,Trade Matching Statement.
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