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

WHATS NEW!

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