Our Services
Portfolio
Management
We leverage the use of world-class managers to craft bespoke portfolios for your unique goals. We go beyond the public markets to find alternative investment opportunities typically only available to pension funds.
Management Fees
Our unique cost structure helps you keep more of your returns in your portfolio. Our management fees are much lower than the average mutual fund fee in Canada.
Fiduciary
Responsibility
When working with a portfolio manager you have the highest level of protection in Canada. We are always bound to do what is in your best interest (similar to a Doctor or a Lawyer). Regular advisors and financial planners do not provide this level of protection.
Expert guidance to minimize risks and maximize wealth potential.
Investment Security
We partner with a Custodian (back-office) that provides the highest level of protection in Canada (CIPF). All of your account types are insured up to $1,000,000 against the insolvency of the custodian.
Intelligent Rebalancing
Automated rebalancing for registered accounts to ensure your portfolios are always aligned with your goals. For Taxable accounts, we take greater care to ensure taxes are always factored into our portfolio decisions.
You are not a
number
We take great pride in the service we provide. We do not work with thousands of clients and do not aspire to. We offer a tailored service that big banks and large financial institutions can’t provide.
Contact Us
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