We were incorporated in 1973, and our business operations commenced in 1977 primarily as a Brokerage, focusing on J$ stock trades as we built our client base over time, as a Member/ Dealer of the Jamaica Stock Exchange.

In 1996, we added a Securities Dealer License to our portfolio, to permit us to deal securities in Jamaica.

We are solely focused on money management and creating financial security and independence for Jamaicans and their Families by understanding their income, expenditure, their risks and financial goals in life.

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