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We are currently in the midst of an unprecedented situation as the COVID-19 outbreak continues to rapidly evolve on a daily basis. As we navigate the uncertainties of this challenging time, the well-being of our staff, clients and the broader community remains top of mind.

At the same time, we continue to assess the rapidly changing investment landscape and make any necessary adjustments to client portfolios. We remain available if you wish to discuss how we can help you achieve your long-term financial goals. All of our investment professionals are available by phone or email, and will be happy to speak with you at your convenience.

In times of uncertainty you can trust that we will stick to our investment process and make research-based decisions about risks and opportunities. Our firm has navigated many periods of uncertainty over many decades.

Here we share information about how our firm is responding to the COVID-19 pandemic and how we are managing our clients’ wealth through this period.

Optimism and a hard place

March 4, 2020 - Stock markets around the world have declined sharply as investors have become increasingly anxious about the COVID-19 virus. It is precisely at these times that investors who maintain a long-term view, balancing risk with opportunity, can position themselves to be rewarded.

Getting comfortable with the uncomfortable

June 17, 2020 - Establishing a long-term plan to meet your financial objectives is not a new concept, but it can be hard to stick to during periods of equity market volatility.

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