You aren’t an endowment fund with an infinite time horizon. You need investment solutions that protect your wealth while still growing it. We recognized early that technology could level the playing field – allowing our focused team to analyze markets at the same scale as large institutions.
Our systems screen thousands of companies for strong fundamentals, reliable cash flows, and solid balance sheets. We maintain strict diversification across sectors, regions, and currencies while actively managing risk. When markets signal potential problems, our technology helps us adjust portfolios to preserve your capital.
Unlike traditional “set it and forget it” approaches, our 45,000 lines of proprietary code monitor markets 24/7. When markets turned volatile in 2020, this technology helped us quickly protect client wealth and position for recovery. We keep costs low by managing investments directly instead of outsourcing.
With 26 years of experience, we deliver institutional-grade analysis with personal attention. Your wealth deserves both sophisticated long-term planning and active protection against market risks.
A concentrated portfolio of elite North American companies built for long-term growth while protecting against market downturns. Our technology screens thousands of stocks to identify approximately 30 leading companies with strong fundamentals, reliable cash flows, and rock-solid balance sheets.
Unlike traditional equity portfolios that remain fully invested regardless of market conditions, we take an active approach to protecting your capital. Our systems monitor markets continuously, adjusting positions to help shield your wealth during market stress while capturing growth in favourable conditions.
Key Features:
This strategy serves as a core North American holding for clients seeking growth with built-in protection against major market declines.
A concentrated portfolio of leading Canadian companies built for long-term growth while protecting against market downturns. Our technology screens the market to identify approximately 30 companies with strong fundamentals, reliable cash flows, and rock-solid balance sheets, including Canadian Depositary Receipts (CDRs) of world-class global firms.
Key Features:
This strategy serves as a core Canadian holding for clients seeking growth with built-in protection against major market declines.
A balanced portfolio designed for reliable income and capital preservation. Our technology identifies approximately 30 blue-chip Canadian companies, Exchange-Traded Funds (ETFs), and Canadian Depositary Receipts (CDRs) offering sustainable high-dividend yields backed by strong financials and stable cash flows.
Key Features:
This strategy serves as a core holding for clients seeking steady, tax-efficient income while maintaining protection against major market declines.
A dynamic portfolio using select Exchange-Traded Funds (ETFs) to capture opportunities across global markets and sectors. Our technology monitors worldwide trends to optimize positioning across approximately 20 carefully chosen funds.
Key Features:
This strategy serves clients seeking global exposure with maximum flexibility to protect capital during market stress.
