As one of Canada’s oldest and most prominent investment counsel firms, managing over $58M in assets, we offer a disciplined and systematic approach to investing, providing our clients with an institutional level of asset management.
Our fully discretionary solutions free you from having to make day-to-day investment decisions. We help you grow, supporting your lifestyle and preserve your wealth allowing you to realize your unique goals and maintain your legacy for the next generation.
Our objective is to deliver coordinated, forward-looking advice and simplify complexity across all aspects of our clients’ financial lives—ensuring alignment with their long-term goals and values.
Your portfolio will be constructed on a foundation of long-term strategic asset allocation, bolstered by tactical adjustments delivered through our Chief Investment Officer that capture evolving market opportunities. This is complemented by BMO Capital Markets research capabilities in concert with our many external partners.
In addition, our clients benefit from exclusive access to institutional-calibre investment solutions, including alternative assets classes that help to deliver the best risk-adjusted returns.
Alternative Investment Partners
- The Carlyle Group (please find logos for each)
- Goldman Sachs
- Hamilton Lane
- EQT
- The Partners Group