Discretionnary and non discretionnary management for the last 20 years.
Direct access to managers.
Tradition of excellence in research (ranked #1 Canada)*.
Personnal contact every quarter.
Detailed quarterlies and annual reports.
50 families per manager.
We have access to a number of experts
Will revision service.
Risk management and asset protection.
Personal and mortgage financing.
Annual review of your financial situation.
We take on trainees.
Charity – organization of an annual fund-raising event generating more than $100,000