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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AI-generated deepfakes are easy to fall for, and they're making financial scams more sophisticated than ever.
In the face of rising valuations, we must ask ourselves what is driving performance when determining whether to hold, add or move on.
Tax changes in 2026 may appear modest, but understanding updates to income thresholds and registered account limits can support more effective planning.
In 2025, market dominance moved beyond the US, while Canadian and international equities outperformed, led by financials, industrials and materials.