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

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Creating change for African Nova Scotians

Feb 26, 2021 | RBC Wealth Management

Difference-makers like Sylvia Parris-Drummond are driving for change—even in times of upheaval and tragedy. ”We're in a pandemic of COVID and a pandemic of racism,” she says.

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Why are yields on the rise, and how could higher yields affect investors?

Feb 18, 2021 | Thomas Garretson, CFA

The pace of yield gains has brought some market jitters. But we see yields rising for the right reasons, bringing with it little threat for markets.

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Meme stock episode: Is this a risk to traditional investment portfolios?

Feb 12, 2021 | Kelly Bogdanova

We think the GameStop episode is indicative of a megashift at play—one that’s bigger than the stock market. What does this mean for long-term investors?

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What's happening with Bitcoin

Feb 11, 2021 | Maarten Jansen, Juan Aronna, Frédérique Carrier

Bitcoin is a potentially transformative technology whose impacts may extend beyond its use as an investment.

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Your cognitive health: Symptoms, safeguards, and support

Feb 08, 2021 | RBC Wealth Management

A discussion on early signs of dementia and support for caregivers.

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