Knowledge and experience
We have a relevant and extensive combined experience across our business. Our team is knowledgeable, talented and highly driven to deliver outstanding results for our clients.
The partners have personally invested in the business, ensuring interests are fully aligned.
Understanding and trust
We work with our clients to understand every aspects of their circumstances and jointly develop an Investment Policy Statement (IPS). Our analysis include risk tolerance, investment objectives, time horizon, unique circumstances and tax structures. Our mandate is revised at least annually or whenever we identify a significant change in one of the client’s circumstances.
Trust and discretion are at the center of our philosophy.
Highest levels of service
Our business is centered on our clients. This philosophy translates into personalized services aimed at meeting each client’s needs.