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
How Would a 20% Market Decline Affect You?
Do you know how a 20% market decline might affect you in terms of your ability to pursue your long-term financial plan?
The Most Important Question
Life insurance not only provides peace of mind to you and your loved ones but can be an essential part of a sound financial plan.
What Happens If You Invest at the Wrong Time?
Have you ever wondered what would happen if you invested in to the stock market at precisely the wrong time?
Never Stop The Compounding
In this post, we examine the history of bull and bear markets and the long-term impact compounding can have on your investment portfolio.
