We are committed to partnering with our clients in attaining financial security. We firmly believe that financial health, psychological health and physical health are each an integral part of a whole. Prudent and disciplined is our motto. We manage portfolios for a high-worth clientele with a Bottom-up Value approach, using Canadian and American equities, bonds and preferred shares. We take a rigorous, disciplined approach with an emphasis on risk management.
We honour our partnership with you. When you work with us, you partner with a team that will dedicate the time to listen and to understand your needs, help you clarify your goals, and work with you to fulfill them.
We are with you, every step of the way. We understand that your needs and your goals will change over time. This is why we are always there to provide ongoing advice – along with the exceptional service you deserve – through the ups and downs of markets and economic cycles. We are fully invested in your success. We will help you stay on track to meet your goals, with detailed financial strategies, in-depth analysis of your investments and regular feedback on your situation.