Portfolio management.
14% Annualized Return since 2012.
Our Approach
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We are available for our clients.
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We are a firm that is focused on analysis and research of investment opportunities.
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We put the emphasis on the quality of our investments.
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We are interested in fundamentals.
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Our fees are reasonable.
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We eat or own cooking. We are invested in the same assets alongside our clients.
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The majority of institutions in Canada use investment funds that are managed by American firms. We do not delegate the management of your assets to external firms.
We offer financial plans to our clients. We can help you with the following:
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Have a withdrawal plan that adapts to your lifestyle needs.
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Assess your financial position with regards to your objectives or your retirement needs
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Look at tax strategies for your specific situation.
We use a conservative approach based on quality investments. We are happy to discuss with you. To join us:
How It Works
1. We can plan a meeting, virtual or in person. We will share with you our values, our investment philosophy and how we ensure the safety of your money.
To join us: