Our Business is based on Discretion and Four Core Principles

  • Rational and disciplined long-term thinking about investments
  • Establishing a comprehensive, high-quality portfolio tailored to each client
  • Choosing investments that offer growth and quality
  • Preserving capital by investing with a margin of safety


Larry Mumford, BA

Vice President, Portfolio Manager


Wendy Taherian, B.Comm., CIM

Associate Advisor