About Us


To grow the income from your portfolio at a rate materially above inflation.

Unique Reporting

Quarterly reports include your portfolio returns compared to benchmarks as well as the growth in income generated by a dollar invested.

Individual Attention

Client portfolios are managed separately with particular attention to tax considerations of holdings in taxable and registered portfolios.

Peace of Mind

Professional management in which you retain ownership of your assets with no expenses other than management fees. Registered with the OSC as a portfolio manager and exempt market dealer.