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Putting clients first

We are one of the largest, independent and privately held discretionary investment counsellors in Canada, with over 25 years of experience. Clients trust us to use our innovative investment platform to help them achieve their unique financial goals, while providing exemplary service.


Portfolio Guide

Diversifying is key.
Unlock new possibilities.

Explore beyond traditional investments and add alternative strategies in your plan.

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Insights

Rates are rising: what does this mean for your portfolio?

Investors are anxious about rate increases’ timing, magnitude and knock-on economic effects.

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Client stories

Understanding my entrepreneurial mindset

We helped Paul by being as progressive with investments as he’d been with his career.

Read Paul's story


Client stories

Working with someone for the whole journey

We helped Elaine by earning her trust and establishing a long term relationship. 

Read Elaine's story


Client stories

Getting a handle on my financial future

We helped Jasmine by giving her the confidence that she was making the right choices for her financial future.

Read Jasmine's story


Client stories

It was hard to earn so we don’t want to lose it

We helped Karen and Andrew by preserving and protecting their hard-earned wealth.

Read Karen and Andrew's story


Client stories

Making investment decisions on behalf of the foundation

We supported Douglas by bringing our broad experience to his foundation’s decision making.

Read Douglas' story


Advisor story

Helping to grow my practice

We partnered with Carl to assist the growth in his high net worth business with our broad investment platform and service offering.

Read Carl's story


Client stories

Pre-experiencing our future wealth

We helped John and James by helping them understand how much excess capital they might have for philanthropy in retirement.

Read John and James' story

Get in touch 

 

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