Using our successful evidence-based investing philosophy, our teams can maximize the return on your investment portfolio.

Using our successful evidence-based investing philosophy, our teams can maximize the return on your investment portfolio.

Our Family Office brings bespoke management to every aspect of your family’s financial life for those with extensive wealth management needs.

Ottawa

265 Carling Avenue
8th Floor
Ottawa K1S 2E1 ON

Toronto

8 Wellington Street East
3rd Floor
Toronto M5E 1C5 Ontario

Waterloo

20 Erb St. W Suite 506
Waterloo N2L 1T2 Ontario

Montreal

3400 de Maisonneuve Ouest Suite 1501
Montreal H3Z 3B8 Quebec