Founded on the principles of Quality and Value, our disciplined approach has protected and added value for clients for nearly 30 years.
We provide discretionary asset and wealth management for Canadian institutions and high-net-worth individuals. As whole owners of the business, our team is fully invested in growing clients’ capital while minimizing the risk of loss.
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VP & Portfolio Manager Steven Kim details our Seven Tests framework, which is grounded in fundamental analysis and guides our investment process.
As economic and geopolitical chaos dominate much of the narrative, refuge can be found in traditionally resilient, but recently overlooked, sectors.
While receiving a cash inflow should be a cause for celebration, it can also be stressful, as it comes with a decision: how should you use it?
Trade disruptions, government cutbacks & market volatility are creating a challenging environment – but our investment process has prepared us for these times.