We take pride that our business has been able to distinguish itself from thousands of other investment practices available in the marketplace. Our clear, precise, and specific advice that we provide is becoming a rarity in the industry, and resonates with our clients as an invaluable part of working together.
Our Approach
With years of experience we have been able to employ a top down, fundamental selection of high quality securities resulting in portfolio construction that exceeds the expectations of our clients. Our ability to select the unique investments that are overlooked by others strengthens our competitive edge above the rest of the industry. We utilize outside experts in legal, accounting, and insurance practices to assist with our client’s needs in the financial planning process.
Our Expertise
Advisors have many different areas of strength that influence their individual businesses. We focus on the Canadian fixed income and equity markets, owning individual bonds, preferred shares, and common shares. Our expertise lies in not only knowing these different securities inside and out, but being able to structure them into your portfolio, having you properly diversified and securely invested.
Our Experience
Our success is attributed to the fact that we are capable of handling all aspects of our business. We do not outsource advisory responsibility to third parties as we have come to understand that in doing so results in a lack of focus, over-diversification, and delayed processes. We are experts at what we do, and we hold ourselves to that standard.