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