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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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?
Given the apparent strength of the U.S. economy and stock market, you might wonder why our Global Small Cap Strategy only holds a ~13% weight in U.S. equities?
The U.S. economy remained resilient in 2024, outgrowing other developed countries. Mega-cap tech stocks led the S&P 500 to dominate global markets yet again.