Using our proprietary investment process, we seek strong, absolute returns in all market environments to constantly outperform over time. We adapt to changing markets through hard work and an objective to grow our clients’ wealth. We endeavour to control losses as a core investment style shown by only having one negative year since inception.
3-year annualized return: 11.1%
Annualized return since inception (1999): 9.5%
Cumulative return since April 2009: 170.2%
| YTD | 1 Year | 2 Year | 3 Year | 4 Year | 5 Year | 10 Year | |
| Canadian Equity Mandate | 10.1% | 0.1% | 5.0% | 11.1% | 7.4% | 6.2% | 9.5% |
| Balanced Mandate | 10.1% | 0.2% | 4.4% | 10.4% | 6.8% | 5.4% | 9.0% |
| S&P/TSX Composite Index | 16.2% | 3.8% | 7.1% | 8.4% | 6.2% | 4.7% | 7.8% |
| 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
| CE Mandate | -4.3% | 10.4% | 14.0% | 3.7% | 8.0% | 10.3% | 9.9% |
| Balanced Mandate | -4.5% | 8.2% | 15.1% | 1.8% | 6.7% | 12.2% | 10.4% |
| S&P/TSX Composite Index | -8.9% | 9.1% | 21.1% | -8.3% | 10.6% | 13.0% | 7.2% |
| 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
| CE Mandate | 1.1% | 21.1% | 19.4% | -30.4% | 4.4% | 20.9% |
| Balanced Mandate | 0.8% | 19.5% | 17.7% | -27.2% | 5.8% | 20.4% |
| S&P/TSX Composite Index | -8.7% | 17.6% | 35.1% | -33.0% | 9.1% | 17.3% |
| 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
| CE Mandate | 25.2% | 11.8% | 21.4% | 18.3% | 23.6% | 20.7% |
| Balanced Mandate | 20.9% | 10.6% | 20.1% | 10.3% | 14.2% | 16.9% |
| S&P/TSX Composite Index | 24.1% | 14.5% | 26.7% | -12.4% | -12.6% | 7.4% |