Our team provides experienced, strategic investment leadership and enhanced service with a high regard for our clients’ objectives. We focus on active, daily, transactional trading of high-quality securities and income-generating strategies to help investors achieve maximum returns through customized portfolios.
While we specialize in strategic security selection, we also devote a great amount of attention to providing customized long-term wealth management plans, so that our clients’ assets are well diversified, while conserving capital so their legacies are secure for the next generation.
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.
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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.