We are an experienced team of progressive thinkers, at the most progressive investment firm in Canada. Our clients appreciate our focus on protecting capital, achieving consistent returns, and compounding wealth. We have utilized this philosophy to develop a financial planning and investment process, which will help you achieve your financial goals.
Contact us today to discuss how we can help you. Protect. Grow. Compound.
Tax & Estate Planning
Strategies
Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.
Taxes
Understanding the Alternative Minimum Tax (AMT)
The Alternative Minimum Tax’s (AMT) scope is expanding, and it could impact more Canadians than ever before.
Read more
Market Research
Insights
Get the latest market insights and trends from our internal research experts.
Market Ethos - January 12, 2025
Ethos rewind: the year’s biggest themes
The world knows that we have too much oil; the market knows this, the forward energy curve knows this, and hence oil is trading where it was five years ago.
Investor Strategy - January 2026
2026 Outlook: Questions on the year ahead
We could argue a Santa Claus rally seems unlikely, considering it appears Santa came really early this year and already dropped presents into investment accounts.
Canadian Forex
Foreign Exchange
Our clients get access to exclusive discounts and preferred service on foreign exchange transactions. We have partnered with CanadianForex to help our clients transfer money overseas easily, safely and efficiently. Register for this service or visit our Foreign Exchange page for more information.