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

Jet engine

Coronavirus

Feb 03, 2020 | Dan Rudisuela

"A disruption to economic activity in China, even if temporary, will have greater implications for the global economy now than in the past."

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Excerpt from Larry Fink letter to CEOs

Climate Risk is Investment Risk

Jan 31, 2020 | Dan Rudisuela

The world's largest asset manager is shifting its investment policy to put issues of sustainability at the forefront.

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Navigating the 2020s

Jan 10, 2020 | Dan Rudisuela

Greener, greyer, smarter, slower... a special new report on how Canada can thrive in a decade of change.

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Happy New Year!

Jan 02, 2020 | Dan Rudisuela

Featuring the longest business cycle of the past 75 years, the continuation of low interest rates, early recessionary indicators and disruption of the industrials sector, 2020 promises to be anything but dull.

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David Chilton, The Wealthy Barber

Planning to protect your estate and your loved ones, now and for the future

Dec 04, 2019 | RBC Wealth Management

This four-part video education series highlights information that can help you protect your estate today and for the future.

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