Our investment approach

Our strategy starts from a simple approach, focused exclusively on the highest quality businesses. We look for companies with a durable competitive advantage and that can grow consistently over the long-term. Wealth creation is a patient process, and we are patient stewards of capital. Our goal is to safely grow our clients’ wealth over time whether it be for retirement, inheritance, or working towards a specific goal.

Our clients

Our client base is diverse ranging from business owners, wealthy individuals, families and foundations. At the same time, we manage a small enough number of clients which allows our team to provide excellent service. Our focus is investment management; however, we are able to accommodate a range of wealth management services providing a holistic financial picture.

We also make extensive use of RBCDS broader range of finance, legal and tax professionals. We emphasize financial planning, including will and estate planning as part of our holistic approach to wealth management

Doug Clark

Portfolio Manager

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905-764-7324
1-800-268-6959

Carlen Ramsumair

Associate

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