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 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.

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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


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