Built for success. Guided by expertise.

 

Our clients have high expectations for us - and we aim to deliver. To that end, our portfolios are guided by time-tested principles, strengthened by our team's expertise as CFA charterholders - the gold standard of investment credentials requiring rigorous coursework and a proven ability to navigate the complex investment landscape - and always aligned with our three core beliefs.

Clients come first

Safeguarding wealth for our clients always remains top of mind. We employ robust risk management practices to ensure that their wealth remains protected, even through times of change.

Adaptability is key

Our team embraces flexibility and growth. We are committed to constantly refining and enhancing our investment strategies to maintain alignment with the dynamic market landscape.

Integrity always matters

We hold ourselves to the highest ethical standards and utilize a transparent and unbiased business model that fully aligns with our clients’ objectives.

 

“We always tell clients to think of us as the driver behind the wheel of their financial journey. Their goals set the path we take, but we’re here to make sure we all stay on track as we go.”

– François Rainville, Senior Portfolio Manager

How we work

Our investment philosophy is simple: to protect our clients’ wealth and set them on the path toward long-term growth through a disciplined, time-tested approach.

Discover

We take the time to understand our clients’ investment goals, timelines, and risk tolerances before crafting an Investment Policy Statement – a document that forms the base “blueprint” of all our recommendations.

Build

We curate and customize a diverse mix of investments to our clients' needs and goals, utilizing an investment approach based on fundamental analysis.

Manage

We utilize Private Investment Management (PIM), an advisor-led discretionary approach only available to a select few portfolio managers at RBC Dominion Securities, to take advantage of market opportunities on behalf of our clients, allowing them to devote their attention to what matters most to them.

Review

We provide our clients with online access so they can see with transparency all changes to their portfolios, and we conduct regular meetings to ensure ongoing alignment of their Investment Policy Statements and their ever-evolving needs.

We take the time to understand our clients’ investment goals, timelines, and risk tolerances before crafting an Investment Policy Statement – a document that forms the base “blueprint” of all our recommendations.

We curate and customize a diverse mix of investments to our clients' needs and goals, utilizing an investment approach based on fundamental analysis.

We utilize Private Investment Management (PIM), an advisor-led discretionary approach only available to a select few portfolio managers at RBC Dominion Securities, to take advantage of market opportunities on behalf of our clients, allowing them to devote their attention to what matters most to them.

We provide our clients with online access so they can see with transparency all changes to their portfolios, and we conduct regular meetings to ensure ongoing alignment of their Investment Policy Statements and their ever-evolving needs.

 

An unwavering commitment to your financial success

 

Discover why clients choose us, generation after generation

Contact us