We are a 26 year old, employee owned firm looking to grow in Canada. Excellent track record of returns on Managed Portfolios over 26 years with roughly half the volatility of equity markets. We invest globally in public equities and debt, using different portfolio models. Our focus is on individuals, families, trusts and charities. Portfolio management is offered on a segregated or pooled fund basis. We have Certified Financial Planners on staff who provide financial planning for our clients as part of our service.

We are looking for like minded people or firms who wish to join us to obtain the benefits of scale or geographic diversification.

We prioritize client interests and working in a partnership culture.

Last Activity
6 months or more

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CRM Systems