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.
DEDICATED PROFESSIONALS
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.
