Disciplined Investing,
Dependable Results
We are completely
committed to your success
Investment Philosophy
Protecting and building your wealth by achieving outstanding long-term, risk-adjusted investment returns.
Investment Strategies
Carefully designed to thrive in all types of economic and market environments that meet our disciplined investment criteria.
Private Client Services
Dedicated to enhancing your financial well-being and navigating the associated complexities of wealth for your peace of mind.
Personal Approach
Working together to define your vision of financial success leading to a strategic wealth plan that meets your objectives today and in the future.
Plan, Protect and
Grow Your Wealth
Insights
WEALTH, HEALTH AND KIDS
With interest rates rising, the direction of housing prices – up, down or sideways – is a hot topic of conversation around dinner tables and office watercoolers, which is hardly surprising given how much wealth Canadians’ have tied up in their homes.
MARKETS AND ECONOMY
In this month’s podcast, we discuss central banks’ response to rising inflation, the US dollar and what a recession means for investors.
MARKETS & ECONOMY
The time to play defence is probably behind us. Valuations are down and they might well go lower, but the second half is when it makes sense to look for the beginning of a bottoming-out. Investors must be thinking about opportunity now.