Products and services

Four services on one account: AI-assisted equity portfolios, digital-asset access, the analysis engine behind both, and a personal support layer that stays human. This page shows how they fit together; each has its own page with the full detail.

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Four services, one account

AI-assisted stocks

Systematic screening across North American equities, with rebalancing rules agreed with your manager and risk limits that cap each position.

Cryptocurrencies

BTC, ETH, and a selected watchlist in a CAD-funded account, with custody arrangements stated in writing and volatility pauses built in.

Artificial intelligence

The analysis engine: what it reads, how signals form, where the desk overrides it, and the honest limits of automation.

Personal support

A named advisor from the first call, scheduled reviews, help with settings and withdrawals, and a written answer when it matters.

How the services work together

A typical account uses all four in sequence, not as separate products.

1

Register

The form opens the account and triggers the manager call that sets scope and limits.

2

Choose scope

Equities, digital assets, or both, sized to your risk profile and funded in CAD when you decide.

3

Let the engine work

Continuous analysis, execution within limits, volatility pauses, and monthly statements that explain the changes.

4

Review with a person

Scheduled manager reviews, adjustments when life or markets change, and withdrawals whenever you decide.

All four services operate under one risk framing: no guaranteed results, full loss possible, and every rule published on the risk disclosure page before you fund anything.