Our world is undergoing massive dislocation. In the face of unprecedented challenges, it is customary to be apprehensive and concerned for both the immediate health as well as the long-term wellbeing of your loved ones.

If you need assistance, from opening an account, resetting your password, or simply discussing your estate or risk profile, please do not hesitate to reach out. We are available by phone, email, video conferencing, or in-person meetings. Please note that we have a large boardroom, on the ground floor, that meets social distancing protocols. Everything is sanitized before and after each meeting. Additionally, the building itself has also increased its cleaning and safety procedures.

So, let’s stay connected. We’re open and here to help!


Tax Planning & Year-End Strategies

Tax Planning with Harvesting Losses Tax-loss harvesting is a technique for realizing capital losses in non-registered accounts to offset a capital gains tax liability.

Modern Monetary Theory: The Magic Money Tree

What is MMT? The central idea of MMT is that a government with a fiat currency system can, and should, print money to finance itself.

Bitcoin: From Notoriety to Acceptance

The year was 2009. The event was OUTLOOK. Our theme was Creative Destruction. We were moving from a 3G to a 4G world, and significant dislocation was about to occur. Instagram would eventually

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



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


  • Coordinated professional network
  • Simplified tax reporting
  • Personalised education


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