Our aim is to become Canada’s leading independent investment firm. We will do this by building lifetime relationships with our clients and delivering superior service. We give our financial professionals the freedom to offer truly independent investment advice, always putting their clients’ needs first. Our entrepreneurial approach and client-first attitude helps us deliver high-quality wealth management solutions that exceed our clients’ expectations. We are also a growing firm, with more than $4 billion in assets under administration and management. We service clients across Canada from our offices in Toronto, Oakville, Ottawa, Montreal, Calgary, Vancouver, Victoria, Saskatoon, London and Tokyo.