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
The Temptation to Hold Cash
From setting goals, to creating a systematic plan, to picking investments; here are three important steps to find success as an investor.
Three Steps to Successful Investing
From setting goals, to creating a systematic plan, to picking investments; here are three important steps to find success as an investor.
Three Investing Mistakes To Avoid
When it comes to investing, there are three definitive mistakes that can make or break your retirement.
Thinking Long-Term is Your Competitive Edge
It can be easy to get caught up in growth stocks and IPOs, but when it comes to investing over the long term, slow and steady always wins.
