About us

We are a financial services firm headquartered in Toronto, ON, Canada serving individual and corporate clients across the country.

We view our well being at the organization and individual level intrinsically and uniquely tied to our clients’ well being. We only partner with individuals and companies who truly put clients first and cultivate outstanding client relationships. We hold ourselves accountable to the highest professional standards and always attempt to maintain your incentives and ours perfectly aligned so our relationship grows ever stronger and ever more profitable for you and us alike.

Our mission is about:

  • Acting according to the highest of ethical standards;
  • Projecting impeccable integrity and fairness in all our dealings;
  • Putting clients’ needs, goals and objectives first;
  • Striving for excellence and long-term return consistency;
  • Forging responsible relationships, driven by the spirit and power of partnership;
  • Fostering corporate social responsibility;
  • Respecting our client’s rights to privacy and confidentiality;
  • Developing and retaining the highest possible caliber of professional talent.