Our Portfolios

Goal oriented
Tax efficient
Value minded

A Plan for Everyone

Our Mission is Your Mission

Each of our portfolios is customized to ensure that your priorities are reflected in you investment choices.

Although past performance is not a guarantee of the future, we at Co-Missions believe SRI factors are as important as Momentum, Quality and Value when it comes to investment decisions.

To ensure we deliver on our commitment to serve our client’s missions, Co-Missions Financial Planning provides clients comparison portfolio options that include SRI management to allow them the opportunity to decide how they can best align their financial goals with their personal values – their mission.