Welcome!

We are glad you are here and would like to introduce you to our team. We believe in responsible investing and being active in our community. We also regularly host events and blog about what catches our interest.

We follow a disciplined investment approach and foster long-term relationships with individuals and institutions based on trust, care and respect. We are passionate about what we do and the value we provide and we welcome the opportunity to speak in person - please connect with us right here.

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Recent Posts

U.S. presidential election: Back to the future

U.S. presidential election: Back to the future

Nov 08, 2024 | Kelly Bogdanova

In a historic political comeback, Donald Trump has again won the presidency. We look at the policies like taxes and tariffs shaping the investment climate. With political polarization high, don’t let emotions cloud your investment decisions.

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Immigration cuts will help narrow Canada’s housing gap but won’t solve crisis

Immigration cuts will help narrow Canada’s housing gap but won’t solve crisis

Nov 04, 2024 | Robert Hogue

The drastic reduction in immigration targets announced by the federal government is one of the more consequential policy reversals...

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