Founded in 1964 in Toronto, Canada, our firm is committed to delivering personalized investment service to our clients. We provide a highly customized service. Individualized portfolios are designed to provide stability and diversification using stocks, fixed income and cash – tailored to each client’s unique needs. Our portfolio managers endeavour to manage each account to meet the objectives of the client.
It is our goal to provide the best return, net of fees, net of tax and net of expenses within the risk tolerance of each client. We strive to accomplish this through the development of an appropriate asset mix and through diversified security selection for each individual client portfolio.
Our mission is to preserve and enhance our clients’ wealth. We have long standing client relationships and are privileged to be investing in some cases on behalf of the third generation of our clients.