Investing in our clients’ investments

Working within the leading wealth management firm in Canada comes with immense expertise and meaningful benefits, but we never stop there in our service offering. To invest our clients’ money in the best companies worldwide – and to do so at the right time – we leverage fundamental analysis as well as three different independent state-of-the-art investing software providers. Customizing each software with a multitude of custom screeners and filters enables us to follow a genuinely proprietary investing methodology. It’s a highly sophisticated system that allows us to abide by three simple investing principles.

Minimize risk

Our advanced strategy helps ensure our clients’ capital is exposed to substantially less risk than the markets.

Maximize growth

We follow time-tested best practices to help achieve meaningful and consistent returns.

Stay innovative

We focus on responsible investing and cautiously embrace alternative strategies and private equity.