WHO WE SERVE

“Coming together is a beginning. Keeping together is progress. Working together is success.”
– Henry Ford

Financial Advisors

Canadian Advisors – As an OSC registered asset management firm, we serve Canadian Advisors through a number of offerings including mutual funds, Exchange Traded Funds, and Separately Managed Accounts.

U.S. Advisors – As an SEC registered asset management firm we currently serve U.S. Advisors via Separately Managed Accounts at Interactive Brokers. We are moving to launch on other popular UMA and SMA and welcome advisors from all platforms to reach out to discuss availability.

International Advisors – We work with global advisors to create bespoke solutions including sub-advisory agreements, white-label products, and research partnerships. Please reach out to discuss how we can help.

Individual Investors

For those Canadian individuals looking to access our methodologies we have compiled a list of preferred Advisors in each region that can service your needs. Please connect with us by clicking on the “Talk to Us” button below, and we will provide you with the appropriate contact information.

Consultants

We offer bespoke research and consulting for family offices, consulting firms and pensions. Our expertise extends to DB and DC plans, retirement optimization, risk management and portfolio optimization, especially in the context of asset allocation.

Institutional Investors

We provide Institutional Investors with consulting, education and investment strategies to support a variety of mandates.

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(ii) an institutional investor or investment professional whose primary function is to operate in the financial markets involving regulated financial activity as defined by its local country regulator;

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