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

An evolving investment landscape

An evolving investment landscape

Feb 29, 2024 | Joseph Wu, CFA

We survey the macro factors shaping the global economy, and their implications for portfolio positioning as 2024 unfolds.

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Proof Point: Weak productivity is threatening Canada’s post-pandemic wage growth

Feb 28, 2024 | Nathan Janzen

Canadian wage growth has been unusually high, but looks more modest when measured against surging inflation and relative to acute labour...

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