We start by understanding what a wealthy life means to you—your priorities around family, work, lifestyle, and money.

Then, with a passionate, experienced team of wealth management professionals, we create a customized investment plan that adapts to market conditions and life transitions.

This approach saves you time and worry when making important decisions. You can feel confident knowing your financial affairs are organized and remain on track to achieve your goals—the ultimate benchmark of success.

Our Commitment

We measure success by your outcomes. That means acting with integrity, providing clear communication, and delivering professional expertise to keep your investment decisions aligned with your goals.


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90+ year
legacy

We have been providing investment advice to Canadians since 1925. Our team of accredited professionals represents a depth of wealth disciplines, coordinated by a single advisor – your Investment Counsellor.


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>$50 billion in AUM

Individuals, families, charities and private foundations entrust us to manage their assets.

We are a leading investment counselling firm in Canada as a result of delivering value through a disciplined, understandable and client-focused approach.


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Global capabilities, curated solutions

We offer a broad range of investment solutions across geographies and asset classes to help you achieve your financial goals.


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Disciplined and Principled

Our Investment decisions are disciplined and guided by a framework of principles that embody our best thinking and strongest beliefs.

As your Investment Counsellors, we work with a seasoned team of professionals to manage your investments


Investment Policy Committee

A team of professionals with an average of 20 years of industry experience that is responsible for investment oversight and decision-making. The team ensures our investment platform is aligned with client objectives across the asset allocation spectrum.


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