Asked Questions

  • We believe it’s always your money, and you can get it when you need it. We do require 5 days written notice, but there are no fees associated with withdrawals.

  • We can manage most any type of account for an individual, endowment or corporation. We just can’t manage US residents’ non-RSP accounts.

  • Avenue has a household minimum of $750,000. Some exceptions apply.

  • Yes. We offer customized financial planning and portfolio management solutions.

  • We manage estate, trust, corporate and RDSP accounts.

  • Absolutely. We are happy to work collaboratively with your accountant and lawyer and serve as an independent sounding board.

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