Our investment strategy is focused on preserving and growing our clients’ wealth over the long term.

We take pride in understanding each client’s unique situation and financial needs and actively listen to appreciate a client’s risk appetite and their time horizon to achieve their goals. We establish individualized portfolios with a goal to preserve and grow clients’ wealth over the long term, and help them achieve their personal financial goals.

By offering discretionary management of clients’ portfolios, our efforts are focused on a bottom-up, value-based approach looking at high-quality companies that have sustainable competitive advantages, conservative financial leverage and strong management teams.

Whether your investment needs are a continuous income stream or to grow assets for long-term retirement planning, we will tailor a portfolio specific to your goals.

We offer:

• Discretionary portfolio management
• Active portfolio management
• Confidentiality and privacy at all times
• High-level service with a client-focused approach
• Transparency around management fees
• Personalized reviews and updates as often as requested
• Timely updates and market commentary
• Collaborative relationship and communication with other professional services (accountants, lawyers, etc.)
• Tax-efficient portfolios with management fees that may be tax deductible for non-registered accounts