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

empty shelves

Equity markets are facing a perfect storm of challenges

May 19, 2022 | Kelly Bogdanova

This unique period’s headwinds are flummoxing investors. Ironically, when sentiment decidedly sours, that’s usually not the time to give up on the market.

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Canadian inflation elevated but may be close to peak

May 18, 2022 | Claire Fan

We expect higher interest rates, both in Canada and abroad, will ultimately begin to cool demand and price pressures as the year progresses.

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ear pods in page

Audio Commentary: Inflation, the growth outlook, and some thoughts on fixed income

May 17, 2022 | Mark Bayko & Jim Allworth

A discussion of the outlook for inflation and its impact on the broader economy and markets, as well as an update on our recession scorecard.

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kayaker navigating the rapids

Can this volatile stock market regain momentum?

May 13, 2022 | Kelly Bogdanova

Today’s peculiar challenges are well outside the scope of a normal business cycle. We size up the situation and the prospects for equities from here.

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Audio commentary: Where we are today, and where we might be headed

May 12, 2022 | Tylar Lunke & Michael Schuette

A discussion of market activity, diversification’s recent pitfalls, and how to keep a long-term view in periods of volatility.

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