About Us

As an independent investment firm we have been investing the capital of our colleagues and our clients for more than 40 years. We do this by building long term partnerships with our clients and the companies in which we invest.

$1.1B

Assets Under
Management

41 Years

Experience

30 Years of Annual
Excess Return*

*Canadian Equity

+4.0%

Our independence is protected by the absence of external shareholders. It means we are free to concentrate on the long-term interests of our clients, colleagues, communities and the companies in which we invest. It allows the independence of mind crucial to successful investment performance.