Argosy Securities

Argosy Securities is an independent Canadian investment company, registered as Argosy Securities Inc. The company was incorporated in Canada in 1999, with its headquarters in Richmond Hill, Ontario, Canada. The current President and CEO is Dax Sukhraj. Argosy Securities is one of Canada's independent investment companies, focusing on the implementation of wealth strategies.

The core business of the company is providing wealth management services, offering customized wealth management advice according to the unique circumstances of each client.

Argosy Securities provides an open-ended architecture of investment products to enhance client choices and employs a direct custom approach to build client portfolios. Argosy Securities offers a variety of investment products including stocks, options, bonds, ETFs, mutual funds, as well as alternative solutions such as managed portfolio solutions, private equity, real estate, and infrastructure investments.

Clients can choose registered and non-registered accounts and select the best course of action based on their long-term financial goals. Additionally, Argosy Securities provides opportunities to participate in new issues (Initial Public Offerings).

The advisors at Argosy Securities rely on third-party resources, as well as fundamental and technical analysis, for stock recommendations and investment advice. Moreover, Argosy Securities offers alternative investment strategies, such as commodities, real estate, and infrastructure.

In terms of portfolio construction, Argosy Securities selects and builds a set of investments based on the client's risk tolerance, suitability considerations, time horizon, and long-term growth objectives.

Argosy Securities is committed to reducing portfolio volatility and improving risk-adjusted returns. The company helps clients achieve their financial goals through diversified investments, wealth management, and tax optimization strategies.