We are a registered Portfolio Manager in British Columbia, Canada. Back in 1991, after years of managing investments at large institutions, we found that many investors were in a quandary due to the size of their investment portfolios – often too large to be adequately serviced by generic GIC’s, ETFs and mutual funds, yet too small to be separately managed by a firm that requires a minimum account size of $2 million or more. To service this unmet need, we opened our doors nearly 30 years ago with the mission to provide independent and tailored investment management to investors of most sizes.
