A team of independent-minded professionals, focused on Total Wealth Management.
All our processes, research and analysis aim to bring our clients the financial freedom to focus their time on what they love doing.
The Globe and Mail
Wealth Professional Awards
Our Investment Committee brings together highly experienced Portfolio
managers (CIM®) and Chartered Financial Analysts (CFA®). We have access to
the best research sources worldwide. Following our disciplined and proven
process, we evaluate and analyze the data to fuel all our decisions.
Wealth management is a puzzle of many pieces, and investment is only one of them. That is why we incorporate Portfolio management, Retirement & estate planning, tax minimization strategies, Business succession planning, and cashflow planning.
Our Portfolio Managers and our experienced administration team are easy to reach and are ready to handle all the heavy lifting for you.
Comprehensive and focused on results
In a world where interest rates are approaching 0%, portfolios composed exclusively of equities and bonds will no longer meet most investors’ return expectations. For this reason, we build our portfolios using different assets in addition to equities and bonds. Enter our Alternative investments.
We buy high-quality companies that have a multi-year opportunity to create shareholder value. We have exhaustive equity selection criteria and a robust due diligence process for each position.