Who are our clients?
Our clients are high net worth individuals who are seeking well researched, knowledgeable wealth management they can trust, allowing them more time and peace of mind to focus on the things that matter most in their lives, while achieving their financial goals.
What is our process?
We overlay RBC Dominion Securities' extensive research recommendations with our own value-oriented selection criteria. We screen for companies in healthy financial condition. In addition, we look for businesses with good qualitative characteristics, like an experienced and proven management team, demonstrated market leadership and sustainable growth characteristics. Finally, we carefully search for businesses whose shares trade at low valuation based on measures of price to earnings, price to free cash flow, price to book value and dividend yield.