About Us


We are investment managers who are exclusively focused on managing mutual fund investments for Canadians. Learn more about who we are.

Our Vision

Our vision is to be known for simplicity, being easy to do business with and having a personal touch.


Our Mission

Our mission is to help you build wealth and protect your financial security.


Our Core Values

Integrity

We are honest, fair and respectful, and we honour our commitments.

Know our customer

We listen to our customers to understand their needs.

Can-do attitude

We are positive, creative and always try to do things better.

High performance team

We are a team that sets high standards and celebrates success.