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.
Our Goal:
Make you more money.
Reduce stress caused by financial decisions.
Free up your time to focus on a more fulfilling life
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
5 Benefits of Consolidating Your Assets With One Financial Advisor
We’re taught early on about the benefits of diversification and many investors take this to heart by selecting two or three advisors to oversee their
The Great Round-Trip of 2020
For those pursuing a lifetime of successful investing, it is important to reflect on the market movements of 2020.
Are You an Emotional Investor?
Humans have a powerfully instinctive drive to over anticipate and overreact. When it comes to investing for retirement, reigning in that desire to react can often be a major challenge.
RRSP vs TFSA: Which is right for you?
TFSAs and RRSPs offer tax advantages that can help you achieve long-term financial goals. Here is our simple guide understanding both types of accounts.
