Our Company

We pride ourselves on being a strongly Canadian investment firm.  Our strategies are underpinned by the belief that dividends are paid out not only in your investment account but also in your community.  That’s why we work with our clients to develop portfolios that contain locally owned and operated businesses.

This does not mean that we aren’t aggressive investors.  We can and do urge our clients to invest in foreign holdings when appropriate.  However, our local connections do allow us to forge closer relationships with the companies that we invest in and that affords us numerous opportunities to take part in private offerings and warrants that other hands-off investment firms can’t touch.

We’re the sort of investors that believe that the ends don’t always justify the means — if that sounds like you, give us a call.  Let’s talk.

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