Given my corporate finance background, I specialize in working with business owners and other incorporated professionals.
We place equal emphasis on preserving capital and achieving strong growth. Our group evolved out of the pension space, and we take an institutional approach to money management. We are quality growth investors, selecting securities with earnings that are sustainable throughout the economic cycle. Through our partnership with BMO Capital Markets and our curated list of sub-advisors, we have additional tools and resources at our disposal in both the traditional equity & fixed income and alternative investments spaces.
We invest money purely on a discretionary basis, meaning that our clients entrust us to manage their money without their direct input for the individual securities that comprise the portfolio.