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 build our portfolios following our disciplined and proven process.
A risk management plan that is customized to your situation is an important aspect of any wealth
We ensure you have a proper
financial plan in place, properly planning your income sources while minimizing your taxes.
We put strategies in place to
maximize your estate and minimize taxes for your heirs.
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.