Real people. Real assets.

We are an independent investment manager, specializing in portfolio management and financial planning. 

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Financial Planning

We can help you determine your long term financial vision and can create a road map to get you to your destination.

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Investment Management

We offer discretionary investment management to help you reach your financial goals.

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Portfolio Review

We analyze and help you understand your complete portfolio by providing an in-depth analysis of your current situation.

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Our Reports

2017 2nd Quarter Review

 Technology, Then Everything Else At home, all sectors of the S&P/TSX Composite index fell, producing a negative total...Read more

2017 1st Quarter Review

Another Good Quarter The equity markets had another good quarter overall. Most developed and emerging markets opened 2017 with...Read more

2016 4th Quarter Review

A good year filled with surprises The year that just ended was one of constant surprises. The Trump election, the British...Read more

Recent Insights

OAS and Pension Income Splitting

What is OAS (Old Age Security)? Canadian residents are eligible to receive a monthly annuity from the Federal Government once they are 65 years of age or older, provided they meet certain requirements on residency and net income. Let’s...Read more

PDAC 2017

During the last week, I attended the annual PDAC (Prospectors & Developers Association of Canada) conference in Toronto. For those of you who do not know, the PDAC conference is one of the largest mining events in North America. It is...Read more