We serve a range of clients from individuals, families, foundations to trusts and not for profit organizations – understanding their needs and providing them with exceptional investment solutions.
Our boutique investment firm has five service offerings:
Our team strongly believes in being aligned with clients through personal investments in the funds we manage and through firm ownership. We communicate clearly and concisely and provide timely insights regarding the investment world. Our professionals have designations such as Chartered Financial Analyst, Chartered Financial Planner, Trust and Estate Planner, Chartered Investment Manager and Masters of Business Administration.
We have been in business since 2006 and today steward investments for over 450 individuals, families, and institutions.
We are proud of our 98% client retention rate and are honoured that over 90% of our new clients come from referrals from existing clients who have trusted us for years with their nest egg.
Our doors are always open for new clients to discover us, we encourage you to reach out today to make a connection.
Our long-term service partners include the following companies: