Our Services

Who we Serve

Professional Financial Service Providers

We work with you so your clients benefit from active portfolio management.

HNW & UHNW Families:

Our portfolio management team works with your family to reduce volatility and increase the security and performance of your investments.

Contact Us to Understand the Difference

Investment Services

Discretionary Portfolio Management
Wealth Management Services
Manufacture/Distribute Private Equity & Debt products
Provide a platform for independent Portfolio Managers/Advising Representatives & Dealing Representatives

Investment Products

Canadian and U.S. Equity
Global Balanced Portfolio
Exempt Market Products
U.S. Class A Commercial Real Estate Fund – Private Equity

Licensing and Registration:

Portfolio Manager & Exempt Market Dealer

Financial and Consumer Affairs Authority – Government of Saskatchewan
1919 Saskatchewan Drive, 6th Floor
Regina, Saskatchewan
S4P 3V7
www.fcaa.gov.sk.ca www.lautorite.qc.ca

Memberships:

Private Capital Markets Association of Canada (PCMA)
First Canadian Place
150 King Street West, Suite 5700
Toronto, ON M5X 1C7

Portfolio Managers Association of Canada (PMAC)
1 Toronto Street, Suite 905
Toronto, ON M5C 2V6