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Normally, the clients' accounts are opened with two major Canadian financial institutions with whom we have a preferential relationship and which provide trade execution and custodian services, or the client can make his/her own custodial arrangements.

A Toronto-based European bank is being used for globally diversified portfolios. Pfiffner Management Inc. has negotiated preferred trade execution rates on behalf of its clients. For North-American portfolios, a Canadian trust company performs the custodian services and a discount broker ( http://www.tdwaterhouse.ca/institutional-services/pdf/investment_counsellors_pamphlet.pdf) belonging to the same group executes the trades in the North-American markets. Clients may choose to have a custodian of their choice.

Pfiffner Management Inc. is a dynamic enterprise with one objective: providing investment expertise and a personalized service to its clients.

Personalized and Confidential Service

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