Mutual Fund Business

Investment advice, conducted through Sterling Mutuals Inc.

All mutual fund and investment business is carried out in my capacity as a registered representative of Sterling Mutuals Inc., a mutual fund dealer and member of the Canadian Investment Regulatory Organization. This page covers that side of the practice only.

Our Dealer

Mutual fund and investment business is conducted through Sterling Mutuals Inc., a national mutual fund dealer headquartered in Windsor, Ontario and a member of the Canadian Investment Regulatory Organization (CIRO). Client accounts are held with Sterling and are protected within limits by the Canadian Investor Protection Fund (CIPF).

  • DealerSterling Mutuals Inc.
  • RegulatorCIRO member
  • Head OfficeWindsor, Ontario
  • Dealer Line1-800-354-4956
sterlingmutuals.com
Investment Services

Built around what the money is actually for.

Every recommendation starts with the goal, the time horizon and the tax position — not with a product.

01

Mutual Funds

Fund selection and ongoing suitability review across a broad shelf of Canadian and global fund families. No proprietary lineup, so the recommendation reflects your objectives rather than a manufacturer's shelf.

Fund Selection Suitability Review Rebalancing Fee Transparency
02

Portfolio Construction

Asset allocation matched to your risk tolerance and time horizon, with attention to how registered and non-registered holdings interact for tax purposes.

Asset Allocation Risk Profiling Asset Location Ongoing Review
03

Retirement & Registered Plans

RRSP, TFSA, RESP and RRIF strategy, including contribution sequencing, drawdown planning, and coordination with CPP and OAS timing.

RRSP & RRIF TFSA RESP Drawdown Planning
04

Corporate & Trust Accounts

Investment accounts for corporations, holding companies and trusts, structured with the corporate tax position in view.

Corporate Accounts Holding Companies Trust Accounts Integration

Mutual funds provided through Sterling Mutuals Inc.

What this page does not cover

Tax preparation, accounting, and estate and succession planning are provided by Walker Wood Management Solutions directly and are not the business of, or monitored by, Sterling Mutuals Inc. Those services are described on the Tax & Accounting page.

Let's talk about where your plans are headed.

Whether it's a tax question or a longer-term financial plan, reach out directly — no intake forms, no call centre.

Book a Consultation

Tip: you can also hover (or tap) the logo in the header from any page to pull up these contact details.

Location
Elmira, Ontario, Canada