Unique Portfolios, for Unique Clients.

We find that today's investor is constantly being bombarded with complex new products that often charge high management fees, produce insignificant returns, and leave one scratching their head as to what they own.  

To help with this, we simplify the investment process for our clients by only focusing on the Canadian and U.S. markets, building high quality portfolios of common shares, preferred shares, and individual bonds.

Using BMO Capital Markets’ industry leading research, we select these specific investments with the goal of providing stable income and growth, while minimizing undue risk.  Each portfolio is tailored to an individual client's needs and circumstance, we do not believe in impersonal investing.
 
Our clients include:

• Individuals
• Corporations
• Government Institutions
• Family Partnerships
• Family trusts.

At the heart of our success lies the relationship that we hold with these clients.  We are honored that many individuals have entrusted us as their advisors, and it is important we thank them for their loyalty.  It is this loyalty that we are determined to re-earn every year and continue to build upon into the future.