Toll Free: 1800-263-1883
1 First Canadian Place
We believe in a disciplined pension-like investment management methodology where our client's interests are best served by taking a fully diversified buy and hold portfolio approach to investing. As part of this approach, our investment advice primarily focuses on institutional processes and companies, which have demonstrated a sound commitment to corporate governance principles and to minority shareholder rights, as they tend to provide greater risk adjusted returns over the long run.
What We Do
We pride ourselves in building long-term relationships with our clients through regular, direct contact. We also encourage both formal and informal meetings to discuss investment policy, strategy and capital market conditions. Working closely with our clients, we formulate a customized investment strategy designed to improve their portfolio's return, while keeping risk at an acceptable level. Whether you are conservative income-oriented investors, or growth-oriented investors, we will design an investment strategy that best fits your needs.
It's Time to Take Action
We partner with clients who are committed to developing concise, insightful and flexible financial roadmaps that inspire confidence in uncertain times.
to contact us today.