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The Queensbury Difference
At Queensbury the focus is on Investment Planning, a coordinated approach to ensure that a family's gross income is maximized to build assets on the most tax efficient basis.

Custom strategies are provided to clients after appropriate consideration has been given to their investment objectives, tolerance for risk, need for liquidity as well as prevailing market conditions and investment opportunities.

Queensbury personnel work with their clients' advisors, or if they are not in place, they will rely upon the Group's own network of experts in the legal, accounting, insurance, taxation, actuarial and benefit consulting professions.

Increasingly complicated tax laws and the wide array of choices for asset allocation requires (more than ever) that the financial decision making process be made by qualified, full-time professionals.

Queensbury personnel are those professionals who provide the "holistic" strategies together with one-stop financial shopping to achieve the financial goals and lifestyle objectives of their respective clients.

Queensbury Strategies
Queensbury Strategies Inc, is registered as a Mutual Funds Dealer in Ontario, Alberta and British Columbia and is a member of the Mutual Fund Dealer Association, Federation of Mutual Dealers and the Association of Canadian Compliance Professionals. They're affiliated with the Queensbury Group in which the other companies are:

  • Queensbury Capital Corporation (parent company)
  • Queensbury Securities Inc (Securities Dealer)
  • Queensbury Services Inc (investor services)
  • Queensbury Insurance Brokers Inc (Life Insurance Broker)

Strategies Advisors are only permitted to sell are mutual funds and prospectus exempt offerings.

Those individuals wishing to deal in investments of all kinds can change their registration and become licensed with Queensbury Securities.

Life Insurance personnel can be licensed to sell a broad selection of independent mutual funds with Queensbury Strategies.

Queensbury is a conservative growth operation with which to build a solid future in the financial services industry.

Benefits of licensing with Queensbury Strategies

  1. An expanded product line that can fulfil all of your clients' investment needs.

  2. Monthly Round Table luncheons featuring:
    • tax planning strategies
    • securities markets outlook
    • mutual fund ranking
    • financial planning ideas
    • L.P. and other investment assessments

  3. Extensive, practical software on the Queensbury system network that can be accessed from your office, or home.

  4. Marketing assistance with the use of booth for trade shows.

  5. Finders fees for cross marketing.

  6. Help from a group of seasoned financial and investment professionals.

  7. High commission payout, without any head office overhead allocation.

Queensbury is always interested in speaking to industry professionals about joining our team.

If you are currently licensed and looking to make a move or if you have relative industry experience and are interested in developing your own book of business please contact John Webster at webster@queensbury.com or at 416-866-8600.

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