About Us

Mission

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, OSC registered, management in which you retain ownership of your assets with no expenses other than management fees..