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.

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Recent Posts

Is the Fed on the road to raising interest rates?

Jun 18, 2021 | Atul Bhatia, CFA

The Federal Reserve’s June meeting opened the door to asset purchase tapering and interest rate hikes, but we see a long journey ahead.

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How to protect your business from ransomware attacks

Jun 16, 2021 | Wealth Management Services

Protecting your business from cybercriminals begins with understanding what ransomware attacks are, what you can do to prepare and how you can recover if you are targeted.

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Inclusive recovery is imperative for Canada’s labour market

Jun 10, 2021 | Rannella Billy-Ochieng’

Finding ways to better engage the skills of visible minority workers could boost GDP by close to $30 billion per year.

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Can the Financials sector keep the rally going?

Jun 10, 2021 | Kelly Bogdanova

Optimism over the post-pandemic recovery has fueled the Financials sector’s heady rally. We see a number of catalysts that can push the sector higher.

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Audio commentary: Is inflation here to stay?

Jun 08, 2021 | Kelly Bogdanova & Tylar Lunke

Inflation is speeding up and has grabbed the attention of investors. How long will inflation stay elevated, and what’s the potential impact for financial markets? Join Kelly Bogdanova and Tylar Lunke as they discuss the situation and what to expect.

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