Award-Winning Expertise, Aligned With Your Interests.
"Best Wealth Management in Canada"
"Best Full-Service Investment Advisory in Canada"
"Best Integrated Investment Advisor Digital Platform in Canada"
- Global Banking and Finance Review
As fiduciary, fee-based portfolio managers, we have a legal duty to act in your best interest and are compensated accordingly. Our service creates value through unbiased advice and ongoing investment management, not by selling financial products. And we eat our own cooking.
We have client relationships lasting over three decades, with many families choosing to incorporate second and third generations into our practice. To meet this demand, our team is designed around a succession plan that ensures lasting continuity for long-term clients.