Welcome!

We are glad you are here and would like to introduce you to our team. We believe in responsible investing and being active in our community. We also regularly host events and blog about what catches our interest.

We follow a disciplined investment approach and foster long-term relationships with individuals and institutions based on trust, care and respect. We are passionate about what we do and the value we provide and we welcome the opportunity to speak in person - please connect with us right here.

Thanks for visiting!

 

 

Recent Posts

ear pods in page

Audio commentary: 2022 - A year of shifting gears

Jan 14, 2022 | Janet Engels & Kelly Bogdanova

A discussion of why the economy is positioned for above-trend growth and why equities should post positive returns, albeit with more volatility.

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Unleashing Opportunity: The economic gains in narrowing Canada’s racial wealth gap

Jan 13, 2022 | Rannella Billy-Ochieng

The Insights Net wealth gains have not been distributed equally during the pandemic, particularly among visible minority groups already...

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Are markets playing catch-up to the Fed?

Jan 13, 2022 | Thomas Garretson, CFA

Not only has it been a rather volatile start to the year for markets, but it has been a somewhat confounding one as well. Despite fears of a more aggressive Fed in the face of persistent inflation, it could actually mean better economic outcomes...

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women and daughter in page

How can technology make growth inclusive?

Jan 11, 2022 | Frédérique Carrier

Pivotal contributions to economies can be made by underutilised parts of society. Technology can promote economic inclusion, and in doing so, boost growth.

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race cars driving on track

U.S. vs. international equities: Time for a portfolio tune-up?

Jan 07, 2022 | Kelly Bogdanova

Investors shouldn’t fall prey to a “U.S. bias” as we think international stocks have favorable characteristics arguing for their inclusion in portfolios.

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