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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The benefit of analyzing what you own is easy to justify. Applying the same approach to opportunities that are not currently investable is just as important.
Many of the meetings we have been having lately involve a review of the client’s financial plan. Fall is an excellent time to review your financial plan - and if you don’t have one, well, it’s a great time to get started.
With global valuations the cheapest they've been relative to the S&P 500, we are finding opportunities outside the US.
The US economy appears to be on firm ground with a soft landing increasingly in sight. However, beneath the surface, cautionary signals continue to emerge.