A Tradition of Excellence and Innovation
Our commitment to investment counselling 
spans over half a century and today, we are one of Canada's leading investment counselling firms.
We provide discretionary wealth management services exclusively to high-net-worth individuals and families who have investable assets of $1 million or more, corporations, business owners, foundations and not-for-profit organizations.
Located in 18 offices nationwide, our team of over 100 highly-qualified investment professionals enjoys a reputation for integrity, investment insight, personalized client service and a tailored approach to wealth management focused on your unique needs and circumstances.
Contact an Investment CounsellorAbout Us
Learn more about our company and how you can become a part of it
Executive Profiles
Learn more about our Senior Executives by clicking on their names below.
Vijay Parmar
President
Stu Morrow
Vice President, Head of Investments
Floriana Cici
Vice President & Head of Business Operations
David Buchanan
Vice President & Managing Director, Ontario South West
Nathalie Gagnon
Vice President & Managing Director, GTA
Randy Mitchell
Vice President & Managing Director, Eastern Canada
Marna Oseen
Vice President & Managing Director, Prairies
Alex Philips
Vice President & Managing Director, BC