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Recent Blogs

US Equities making record highs, Greece on the last straw and Oil stockpiles at an 80 year high what is next ?

Volatile oil prices and a strong economy - Is crude establishing a bottom ?

Are economies slowing down or is this just an economic readjustment

Canadian Dollar, and interest rates globally Where is this going ?


Investment Management

We manage segregated individual portfolios for high net worth individuals and families, corporations, trusts, foundations and endowment funds. We start with a thorough review of your circumstances, goals and needs in order to develop a clear mandate and direction.

Our investment management principals are based on a fundamental approach. We generally do not invest in resource based companies to reduce volatility in your portfolio. We evaluate each company on its economic, financial and strategic merits before we invest to ensure long term viability and minimal risk.