To change the Canadian investment industry by connecting investors with experienced money managers in the most efficient way possible.
To become the leading Canadian provider of direct funds to discerning, engaged investors.
We ask "what's best for our clients" before every decision
We seek out clients who are long-term investors
We invest alongside our clients
We protect client privacy without compromise
We provide a well-researched, independent viewpoint
We strive for the best transparency and clarity in our industry
We define our conduct by teamwork and respect
We contribute to our community