Skip to content

Dedicated to helping clients achieve their long-term financial goals

Why us?

We manage the complexities of wealth, so you don’t have to

With offices in Montreal and Toronto, we provide investment counsel to clients across North America and overseas through an unbiased and highly personalized approach to professional investment management. We are committed to building long term relationships based on integrity, performance, and personal attention.

What we believe

You are at the center
of our process

With a history dating back more than 90 years, we are one of Canada’s original independent investment counselling firms. With a tailor-made approach to portfolio management, our focus is to protect our clients’ capital and grow it intelligently.


Disciplined, time-tested investment approach, with a focus on fundamental research

Our team works closely with clients to design customized solutions for personal wealth management in an increasingly complex world.

We use cookies to ensure that we give you the best experience on our website.
If you continue to use this site we will assume that you are happy with it.
Nous utilisons des cookies pour assurer une meilleure expérience sur notre site Web.
Si vous continuez à utiliser ce site, nous supposons que vous en êtes satisfait.