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Rick Southee
Reg Southee
Alyse Laplante

Tel: 613-562-6420
Tel: 613-562-6530
Tel: 613-562-6406

Address
979 Bank Street, 6th Floor
Ottawa, ON
K1S 5K5
Map

About Our Investment Philosophy

  • Our long-term buy and hold strategy has provided consistent returns over many market cycles, without the emotional stress and volatility that a high-risk approach can involve.
  • We select and actively manage stocks based on depth and breadth of our experience, Nesbitt Burns top ranked research, our own independent research, and our thorough understanding of each clients unique needs and preferences.
  • Our client's portfolios will often have the exact same holdings as our own personal portfolios.
  • We are committed to keeping fees to a minimum
  • To identify the best investment opportunities, we keep a very close eye on market trends and analyze individual companies diligently.
  • We strictly adhere to a disciplined approach, seeking to focus on securities that have a history of increasing their dividends every year and tend to produce steady, predictable income.