What We Believe In

We help individuals and families to clarify their unique financial goals and help create plans to increase the certainty of attaining these goals by investing in high quality businesses and monitoring progress with regular reviews.

We believe a client's money deserves professional management from a team of committed experts, each with unique areas of specialty. Time in the market is what counts, not timing the market.

We believe in owning great businesses from around the world for the long-term, rather than lending the bulk of our long-term savings to the government or banks and that a client's long-term financial goals are best achieved with equity investments.

We believe that money has a purpose. Virtually, everyone we speak with shares one or more of the great goals in life. Some examples of these "great goals" are:

  • Endowment of a comfortable and worry-free retirement
  • The means to assist with the financial lives of children
  • The ability to fund the education of children and grandchildren
  • The capacity to provide quality care to parents in later years
  • Making a meaningful legacy to a charity, school, church, or other important cause

What Do We Do

We are investment advisors and portfolio managers with abilities and strengths best suited and designed specifically for clients who are either accumulating or spending their wealth. By providing wealth management advice and solutions, client's and families can embrace and maintain their financial well-being.

Why We Do What We Do

We realize there is an importance of proper stewardship of a family's wealth. Wealth is difficult to accumulate — sometimes it takes more than one generation, and we realize how easy it is to mismanage and waste both money and opportunity. Money serves a purpose; and that is to meet these "great goals" in life, such as retirement, children, education, parents, and legacy creation.

A individual's and family's hard-earned savings deserve professional wealth management advice and world class investment advice, given with integrity and independence. 

What Makes Us Different

  • Integrity — without it, there can be no trust.
  • Passion — the drive to help others.
  • Value — the importance placed on ensuring client's receive the service that they deserve.
  • Professionalism — delivery of the right solutions with integrity and value from a client-focused team.
  • Solutions — the proper customized solution for every individual's complex needs.
  • Organization — as a part of one of Canada's most respected corporations, the definition of the depth and breath of truly integrated and sound financial service is provided to each and every client.

Who We Can Help

Business owners, farmers, professionals, and entrepreneurs through transitions such as succession and expansion, or when moving from borrowing to investing as the business prospers. In short, those who know their personal finances deserve more attention but can't find the time to do it.

We assist families in accumulating wealth for retirement, educating children, care for elders, or transfer of wealth to charities, children, and grandchildren.

We are sometimes called on when there is an event or windfall — where people face new challenges in a time of emotional stress. Examples where extra care and understanding are needed would include: an inheritance, legal settlement, severance package, or a lottery win.