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.

Thanks for visiting!

 

 

Recent Posts

How Europe is rising to the COVID-19 economic challenges

Jun 25, 2020 | Frédérique Carrier

We are upgrading our stance on European equities to Market Weight from Underweight as several key developments appear to be afoot on the continent.

Read more

COVID-19 highlights the need for bold change in Canada’s eldercare system

Jun 23, 2020 | Naomi Powell

Canadians in long-term care have paid the heftiest price in this pandemic, with 82% of deaths coming from within their ranks.

Read more

What’s driving volatility in the U.S. equity market?

Jun 19, 2020 | Frédérique Carrier

We examine recent volatility impacting equity markets, and look to manage investment risk against this backdrop.

Read more
Healthcare’s double-shift: pandemic response and digital transformation

Healthcare’s double-shift: pandemic response and digital transformation

Jun 16, 2020 | John Stackhouse

As hospitals and health centres reckon with one of the biggest public health crises in a century, they have to contend with the simultaneous transformation into a digitally-enabled future.

Read more
How to empower older Canadians with personal and financial planning

COVID-19: How to empower older Canadians with personal and financial planning

Jun 15, 2020 | John Stackhouse

Current impacts from COVID-19 are prompting Canadians to consider how and where they’ll grow old and who will take care of them. Learn why having a plan in place is important.

Read more