As Professor of Finance at the University of Toronto and a former business executive, I set up an investment philosophy catered strictly towards conservative investors.   By limiting our strategy to specific clients, our team manages the long term goals and complete financial situation for our clients.  Accordingly, our clients rely on us for advice on all financial matters of their lives.  As a result, we consciously limit our practice to only 100 families so that we can provide the appropriate level of service for each client.