Our Investment Philosophy
Four core drivers guide our investment philosophy: Experience, Innovation, Risk Management, and Execution. We pursue an "Independent and Pro-active Management Style”.
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We will show you the way to Success
Our Wealth Management Services
A level which we believe cannot be provided by Canada's largest institutions. Each of our portfolio mangers uses a flexible approach to create a unique strategic focus based on each client’s asset allocation, cash flow needs and tax sensitivities.
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Our Objectives
To create a plan that will help your reach your financial goals, set specific and realistic goals, calculate how much you can save, choose your investment strategy.
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Obtain peace of mind, and proceed with your own daily activities - be they actively engaged in a business
or otherwise - knowing that your financial assets are being conservatively yet opportunistically
managed by a Dedicated and experienced Management Team.
Personalized Service
A level which we believe cannot be provided by banking or other institutions, and with a satisfied Clientèle.
Confidentiality
Where your Privacy is Paramount in our service to you.
Stability
Experience in all aspects of Trust and Banking Business, Investment Counselling, Pension Fund Management and Private Portfolio Management.
Performance
our Clients’ portfolios outperformed the 2008 Bear market by a very wide margin.
Patience
Patience is a necessary virtue for value investors.
Experience
Our management team offers clients over 75 years of combined and diversified expertise.