Take Your Business
To A Higher Level

Portfolio Design
Investment Research
Software & Systems

It Starts With You

The Most Important Part Of The Process Is You

Getting to know you and your investment philosophy is critical

Our service is very customized to the way you want to deal with your clients. As such, the first step is always finding out about your business, your investment philosophy, and your biases in order ensure that the portfolios we create together work for you and your clients.

Working with you to create a customized solution is what really sets us apart from other services. You do not have have to accept some generic solution created by a suit in Toronto (no offence to suits in Toronto) who has no idea who you want to deal with, what your investment philosophy is, or how you have explained concepts to your clients in the past. To gather information about you, we start with our Portfolio Consulting Questionnaire so we can get an idea about your current business before we move forward. We feel this is vitally important.