Your Personal CFO
We are driven not only by years of experience, but by disciplined planning, attentive insight and analytical capabilities. Our objective is to serve as your trusted financial partner – to help you arrive at the informed decisions you value, and enjoy the confidence in knowing that every financial matter is fully addressed.
Un-restricted investment solutions built to maximize ROI over the long-term.
Holistic financial planning keeping you on track to achieve your long-term goals.
Get to know our team of dedicated wealth professionals.
Canada's largest independent investment firm.
Performance
$838 billion in client assets worldwide ($50.5 billion in Canada). $12 billion market cap.
Analysts
76 analysts globally covering more than 1,300 companies. 17 analysts in Canada covering 260 companies.
Reputation
Added to the Fortune 500 list in June 2016. Added to the S&P500 index in March 2017.
Testimonials
Resources
Exhaustion Is Not an Investment Policy
Market fluctuations are a normal part of investing. The key is to remember that over time, the uptrends tend to outweigh the downtrends.
Financial Journalism and the Negativity Narrative
Staying informed is important, but placing too much weight on financial media’s forecasts can often lead to poor investment decisions.
What Is the “Conservative Investor” Trying to Conserve?
Looking back at points in history where inflation was raging, real assets, like stocks have always been the best way to protect your wealth.
The Siren Song of “The Market’s Too High”
We examine how investing at the very top of the dot.com bubble would have affected your retirement portfolio.
