Our Firm

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 typically have investable assets of $3 million or more, corporations, business owners, foundations and not-for-profit organizations.

Located in 18 offices nationwide, our team of over 80 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.

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About 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


Sunny El-Aydi

Vice President, Strategic Enablement

Alex Philips

Vice President & Managing Director, BC

Pam Somers

Vice President & Managing Director, Prairies

David Buchanan

Vice President & Managing Director, Ontario South West

Nathalie Gagnon

Vice President & Managing Director, GTA

Randy Mitchell

Vice President & Managing Director, Eastern