OUR INSIGHTS

First Nations & Indigenous Pipeline Ownership is Part of Canada’s Innovation Story

As CEO of a wealth management company, and Canada’s first wealth management B Corporation, I keep close tabs on both the global and local economies. And I can assure you the current lack of pipeline

The World's Biggest Economies Shuffle

It is no surprise that developed markets have been outperforming emerging for a long time now. 

B Corp: Business Sustainability with a Force for Good

B Corp is about social responsibility and environmental protection but it doesn't stop there. It is also about operating a business ethically and setting a higher standard of achievement. At

5G Holds the Potential to Disrupt Everything

By itself, 5G (fifth generation) is the natural progression of the broadband network. When 4G cellular service was introduced in 2010, it brought the fastest wireless speeds commercially available.

The bottom is the day before the recovery begins. Thus, it's absolutely impossible to know when the bottom has been reached...ever. We buy when we can access value cheap.

Howard Marks

OUR SERVICES

PRIVATE CLIENT

  • Investment and tax management
  • Financial and estate planning
  • Private equity fund

FAMILY OFFICE

  • Coordinated professional network
  • Simplified tax reporting
  • Personalised education

FOUNDATIONS

  • Customised capital objectives
  • Not-for-profit fee discounts
  • Full team participation