Simplifying and enhancing the lives of our clients by providing integrated wealth management and life management solutions that are tailored to each client’s unique objectives.

Be Well-Informed…

Portfolio Construction: Managing the Managers April 16, 2014

The magnitude and complexity of the investment universe makes it problematic for a single portfolio manager to effectively research and identify the best available opportunities. Our multi-manager approach addresses this challenge and mitigates the risks of relying on a single investment style. We employ a rigorous oversight process to ensure that each of the underlying [...]

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2014 Federal Budget February 14, 2014

Tax highlights from the 2014 federal budget   Finance Minister James Flaherty tabled the 2014 federal budget on February 11, 2014. The budget projects a deficit of $16.6 billion for the soon-to-end 2013-2014 fiscal year and forecasts a deficit of $2.9 billion for the 2014-2015 fiscal year. The minister reiterated the government’s previously stated position [...]

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