A Personalized Approach
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.
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.
$838 billion in client assets worldwide ($50.5 billion in Canada). $12 billion market cap.
76 analysts globally covering more than 1,300 companies. 17 analysts in Canada covering 260 companies.
Added to the Fortune 500 list in June 2016. Added to the S&P500 index in March 2017.
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