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Wealth Management
in the 21st Century.

It’s the golden age for an empowered investor.

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Time-proven investing strategies

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Clear understanding of clients’ needs

July 23, 2021

RESULTS at a glance – 2Q21

With COVID-19 waning, markets are shooting for new heights. While the US and international markets fared well, Canada actually outpaced its neighbour to the South thanks in part to a stark recovery in oil prices. The strong performance has allowed the Loonie to appreciate to levels not seen since 2015. […]

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.