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Contact Us

Jack Gilfillan
Peter Finnegan
Anne Desgagnés
Theresa Donovan

Tel: 613-547-0291
Toll Free: 1800-558-4696

Address
67 Brock Street
Kingston, ON
K7L 1R8
Map

Our Philosophy

Investment Beliefs
 


We believe in owning uncomplicated portfolios of direct securities. There are four tenants to our beliefs:
 

  • Risk is personal. Risk begins with the asset-mix which is personalized for each portfolio.

     
  • Own Quality. Quality is reflected in the selection of fixed-income and equity investments.

     
  • Understand Fees. You should know the fees that you pay. You should also understand the detrimental effect high fees can have on long-term results.

     
  • We do not chase the index. Our emphasis on quality is an attempt to manage volatility. An unintended consequence of this is portfolios that are often not representative of the index.