The 1st Canadian Portfolio Manager to embrace ETFs' as their primary investment strategy

Licensed as a Portfolio Manager in Ontario, British Columbia, Alberta
and gestionnaire de portefeuille au Quebec.

We welcome enquiries from all provinces


Dec 2019 Newsletter

Impact of U.S. Witholding Tax

In 2020 We Celebrate:
- 10 years as a guest on BNN
- 20 years as a fully independent portfolio manager
- 40 years in financial services