"An investment in knowledge pays the best interest." ~ Benjamin Franklin
We provide customized portfolio management and tailored wealth solutions to families, business owners, and professionals as well as cross-border wealth management solutions to Americans living in Canada and Canadians living in the U.S. Our team takes a disciplined approach to equity selection on a global scale, helping you achieve your long-term financial goals.
Our 3-Pillars Approach
- Advice based on integrity
- Relationships built for the long-term
- Globally focused opportunities
"From a professional perspective, Matias is very competent and he obviously has the expertise which is critical. He's excellent at identifying the specific decisions which need to be made and at listening to any concerns I might have. He's always willing to explain things. I've come across some advisors who can be patronizing at times and I've never had that sense with Matias. He's been managing my portfolio for about 12 years. I trust him completely and feel he has my best interests at heart. It's also very apparent that he cares about my family and me and our situation."
~~ Mark S., Client
Client
Testimonials
"I began investing with Matias when I was just getting going in my career about 25 years ago, so it was in the late 1990s. We knew each other and I trusted him. Matias has always been very calm and non-reactionary when the markets have been volatile. He's talked me out of some impulsive decisions. He's knowledgeable and experienced. He stands firmly behind his decisions, but I've never felt pressured by him. We've done well and the last few years have been especially good."
-Jim R.
"I've been a client of Matias' for 15 years. I've been very happy with his management of my investments. He's responsive and I have always felt he deeply cares about my future. He's got a good handle on the market and a great team."
-Client
"It was around 2012 when Matias began managing my investments. He's extremely knowledgeable and professional, plus great at research and analysis. When I began working with him, I started out with small amounts and we have done well, so I've increased them over time. What I also like about working with Matias is that he's very approachable."
-Rob H.
