Our Assets
Most advisors offer the same balanced portfolio they give everyone. We’re different.
Through relationships built over 15+ years in pension and institutional investing, we provide access to the same private equity, infrastructure, and private credit managers that Canada’s largest pension funds use—investments that have historically strong risk-adjusted returns with lower correlation to public markets.
Private Capital
Private equity, private credit, and growth equity investments from top-tier global managers. These are the same strategies that pension funds and endowments use to generate strong risk adjusted returns — now accessible to qualified individual investors.
We focus on managers with proven track records, institutional-quality operations, and alignment of interests with investors.
Real Estate
Institutional-quality real estate investments across sectors: industrial, residential, retail, and specialized properties. Through our manager relationships, we access opportunities that offer both stable income and long-term appreciation potential.
Our focus is on high-quality assets with strong fundamentals.
Public Assets
A globally diversified foundation built on low-cost, tax-efficient ETFs—complemented by direct ownership in select high-quality companies with strong free cash flow and earnings growth.
We don't try to beat the market through trading. We build portfolios designed for long-term wealth accumulation and tax efficiency.
Infrastructure
Essential assets that power the economy: energy infrastructure, transportation, digital infrastructure, and utilities. These investments typically offer stable, inflation-protected cash flows with lower volatility than public equities. With a generational capital cycle underway—driven by AI, energy transition, and industrial reshoring—infrastructure offers compelling long-term opportunities.
What Our customers say about us?
Trusted by thousands of users around the world. Our customers appreciate us for listening to their needs and updating our theme according to their needs.
