Investment philosophy

Our commitment is to client prosperity and financial peace of mind. We believe in preserving and growing capital through a well-structured and tax-efficient portfolio that relates directly to a client’s customized Financial Plan.

We have four pillars that support us in delivering on our commitment:

  1. Beneficial relationships with clients based on mutual trust and shared goals.
  2. Educating clients about the wealth management process, and how to best preserve and grow their capital.
  3. Skills, expertise, and decades of institutional financial experience that we put to work for clients.
  4. An investment management process that diversifies client wealth and grows it at a reasonable risk-adjusted rate over the long term.



Book a Client Discovery meeting with Michael Yhip.

There’s no obligation. It takes about an hour, and the outcome is a Wealth Management Roadmap to help you reach your financial and business goals. Call Michael directly at (905) 764-3585 or email