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Wealth Management
in the 21st Century.

It’s the golden age for an empowered investor.

KNOWLEDGE

Experienced, expert advice      

DISCIPLINE

Time-proven investing strategies

INTEGRITY

Clear understanding of clients’ needs

July 18, 2025

RESULTS at a glance – 2Q25

Despite the US’ imposition of tariffs, Canada and the MSCI EAFE international index managed to achieve strong market returns in the first half of 2025, with the former’s performance being thanks namely to precious metal miners who have benefited from rising prices. Bond yields rose in the second quarter following […]

Times have changed…

In one form or another, independent private clients now control the bulk of the world’s assets. So, wisely, many are turning to professionals for help and advice.

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