Investment Counsel
Our expertise as investment counsellors ensure we focus on the destination when managing your investments—keeping your goals, values, and priorities at the forefront.
Informed Decision-Making
Leveraging academic insights, we pinpoint risks and growth opportunities, adopting evidence-based investment strategies that address our clients’ unique needs. This is done using core market based investments, as well as alternative investments.
Risk-Aware Investing
Successful savers have worked hard for their wealth. Our investment philosophy balances wealth expansion with risk control, utilizing massively diversified portfolios.
Tailored Portfolio Service
We know that beating the market is difficult. Where appropriate, we recreate custom indexing strategies using individual securities to give our clients control over the risk factors and the taxable transactions within their portfolio.
Tax-Focused Planning
We specialize in investment returns that you can actually spend. From RRSPs and TFSAs to Individual Pension Plan contributions, we integrate tax-intelligent investing to maximize your after-tax objectives and retirement income.
