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.
DISCOVER OUR EQUITY, FIXED INCOME AND BALANCED FUND OFFERINGS
STAY INFORMED WITH OUR LATEST COMMENTARIES.
While our economic system is not always perfect, there are powerful incentives at play for investors that can stomach a little volatility.
While the "tariff war" causes waves in the markets, we sleep well at night knowing we're invested in companies that are prepared for these trying times.
Market volatility can be dizzying, but for long-term investors with a little financial discipline, there are plenty of opportunities.
Trade disruptions, government cutbacks & market volatility are creating a challenging environment – but our investment process has prepared us for these times.