"Simplicity is the ultimate sophistication" - Leonardo da Vinci
Our core portfolios give us a complete set of tools to allocate client money into the most suitable asset classes.
North American Growth Portfolio
A 30 stock portfolio combining the best growth opportunities from both Canada and the United States.
Global Growth ETF Portfolio
A geographically diversified Exchange-Traded Fund (ETF) portfolio that allows us to allocate capital to the strongest areas of the global equity markets.
Focus Stock Portfolio
A concentrated 20 stock North American Large-Cap focused equity portfolio.
Bond ETF Portfolio
A diversified portfolio of fixed income Exchange-Traded Funds (ETFs) for risk-conscious investors.
Click the links to the right to find out more about each of these investment solutions.