The Perks of Being Independent
Our integrity guides every decision we make. We have a fiduciary duty to our clients and take pride in acting only in their best interest at all times.
Get into a Long-Term Partnership
Our clients don’t just gain a committed team of professionals to guide and help them achieve their financial goals, they also benefit from working with a dedicated portfolio manager. Through this partnership, we’ll be able to take the time to listen, share our expertise, and connect with you consistently.
Good Leaders Keep Improving
Our objective is to manage your hard-earned money safely and wisely. We strive to bring innovative thinking to investing and continually expand our financial knowledge. Whether it’s traditional methods or new technology, you can rely on us to give trustworthy advice.
Investing by Committee — Yes, Yes, and Yes
Our Investment Committee is comprised of leaders who’ve gained their experience in private wealth management at Canadian firms and global institutions. While they each bring a diverse set of skills, they all share a focus on driving strong, risk-adjusted returns as well as finding a balance between capital preservation and capital enhancement that’s tailored to your needs.