You have dreams. We are here to empower you to turn your dreams into reality.
We build relationships based on trust and transparency, collaboration and partnership — offering our clients tailored financial plans and total wealth management solutions. We are lifelong market participants, captivated by the power of markets to efficiently allocate capital between those who have it and those who need it. We are energized by the power of money and markets to change peoples' lives.
The Snowball Effect
Our quarterly newsletter that will keep you in the loop on capital and culture
Professionals at your service
Leaning on experience and industry accreditation, our team helps bring financial peace of mind to our clients.
It all starts with you.
Our personal approach and customized services center on you. We want to understand who you are and what matters to you.
What we do
Our investment philosophy is rooted in a global macro perspective that emphasizes long-term trends and opportunities across international markets. We employ strategic asset allocation, incorporating traditional and alternative asset classes to enhance diversification and risk adjusted returns. Portfolio construction is guided by modern portfolio theory, ensuring an optimal balance between risk and reward.
How we do it
We are a service-driven, client-centred team, who strive to anticipate clients' needs before they arise. We are committed to forming a financial plan for each of our clients, with regular check-ins to ensure we are proactively incorporating new information into our outlook. We typically connect with our clients over common ground and interests, including education and innovation, arts and culture, food and beverage, and leisure and wellness.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.