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

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U.S. earnings dropping positive hints despite COVID-19 challenges

Jan 22, 2021 | Kelly Bogdanova

The outline of the Q4 2020 earnings picture is encouraging. The market may take a breather in the near term, but the long-term setup is constructive.

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Why women need to be more proactive with their brain health

Jan 21, 2021 | RBC Wealth Management

While Canadian women tend to live about five years longer than men, research shows females account for about 70 percent of people living with dementia and brain-aging diseases.

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More income ahead for fixed income markets?

Jan 14, 2021 | Thomas Garretson, CFA

Fixed income investors will largely have to play defense this year as bond markets try to work their way through to a more normal yield environment.

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Brexit: What can investors expect going forward?

Jan 08, 2021 | Frédérique Carrier

The free trade agreement between the EU and UK brings relief and challenges. We take a close look at the agreement and potential impact for investors.

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Why is the U.S. stock market at ease during this time of chaos?

Jan 07, 2021 | Kelly Bogdanova

The chaos unleashed in Washington has shaken us all. And yet the stock market was largely unfazed. Amid all the challenges today, is it defying logic?

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