OUR philosophy

Our objective is to provide a comprehensive wealth management experience with a high level of client service. We work with individuals, including trusts, investment holding companies, foundations and other charitable organizations. Portfolios are tailored to each client’s requirements and risk parameters. Our focus is on capital preservation, income generation, and long-term growth.

We place a large emphasis on tax planning and tax efficient investing, since after tax income is an important objective. We typically invest in Canadian companies, larger US and multinational firms. We incorporate exposure to emerging markets as conditions warrant.

Our core strategy identifies equities with a consistent record of dividend growth. We feel that companies with a trend of rising dividends are the best indicator of long-term financial performance. Dividend growth allows the income generated to keep pace with inflation and leads to capital appreciation of the portfolio.