World Class Asset Management

Why settle for less?

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The world’s best asset managers don’t manage million dollar portfolios, they manage billion dollar funds

With today’s technology it’s easier than ever for us to stay on top of the best portfolio management teams available to investors.

Our job is simple:

Connect clients with the best in class asset managers available to them. We don’t pick stocks, and we’ll never call with you a “hot tip”. We connect you to the teams who do that better than anyone else in the world.

All about alpha:

Alpha is the difference between the best portfolio managers and the rest of their peer group. We simply select portfolio managers who consistently outperform.

We said simple, not easy

In a world where information is abundant, and everyone has a pitch, we painstakingly sort through data to ensure clients are confident that there truly is no place better for their assets. In Canada alone there are over 18,000 different investment fund variations available to investors. Our job is to place clients with asset manager who consistently operate in the 95th Percentile in their respective asset class.

House products? Get them out of here!

When you go to a bank, they’ll sell you products the bank owns, not the best options on the market. Don’t settle for less than the best! We don’t believe in house products.