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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

January 16, 2026

RESULTS at a glance – 4Q25

In spite of tariffs, international stocks (including Canada here) surged in 2025, achieving a rare victory over US stocks which themselves put up respectable performance. Bond yields have meanwhile demonstrated market jitters, rising in Canada and remaining relatively high in the US despite rate cuts. The Loonie managed to grow […]

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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