Institutional heritage

Institutional assets represent more than half our assets under management. Our first mandates came from Canada’s top insurance funds, pension funds and institutions who have invested over $6 billion in assets with us. This heritage has forged an institutional approach when it comes to investing private investor assets that’s absent from conventional asset management firms. By choosing us, you can access the same investment team, the same investment approach and the same level of excellence institutions have enjoyed for years.


  • 10 investment professionals
  • Over $10 billion in assets under management