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

What’s calmed markets during the banking stress?

Mar 31, 2023 | Kelly Bogdanova

We see four reasons why the stock market has punched through the turbulence and give our thoughts on the main risks from here.

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Do you have a trusted contact person?

Mar 29, 2023 | Leanne Kaufman

Learn the difference between a trusted contact person and power of attorney, and why you should have both.

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Federal budget 2023: Key measures that may have a direct impact on you

Mar 29, 2023 | RBC Family Office Services

We analyze the latest proposed federal budget measures, and the effect they may have on you.

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image of bank

A crisis for a few banks is not a banking crisis

Mar 24, 2023 | Atul Bhatia, CFA

Several factors distinguish the recent turmoil from the 2008–09 crisis. We discuss U.S. policymakers’ current approach, and the risks for investors in U.S. banks.

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lambs in field sunrise

Will the market volatility that came in like a lion go out like a lamb?

Mar 24, 2023 | Thomas Garretson, CFA

We look at the implications of the Fed’s latest rate hike and whether broad market volatility brought on by the banking stress can continue to fade.

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