We are protecting our people – including clients – in the wake of COVID-19. Learn more
A senior couple enjoys playing with their grandson with the background of Calgary’s Peace Bridge and skyline. A soft global image lays over top to create a sense of global connectedness

Our Outlook goes Western for a special Stampede edition

In this special edition of our Outlook Commentary, our research team is keeping the Calgary Stampede spirit alive while answering our clients’ questions and providing timely market updates.
Saddle Up and Watch the Commentary

How can we help make your world better?

Client Care

We're committed to exceeding your expectations in providing you proactive service and care with ongoing transparent communication.

Explore Further

Investment Philosophy & Process

Cutting through the biases of the market, we concentrate on independent research and a disciplined process.

Explore Further

Investment Strategies

We build individualized strategies from a spectrum of global solutions driven by fundamental analysis.

Explore Further

Our Blog

Timely and relevant reads on wealth management topics, our investment approach, and company updates.
Read Our Blog
A lady with a laptop
Subscribe now
Don’t miss anything and stay up to date by subscribing to receive our insights directly to your inbox.
Compass in the hand
There's growth, there's value, and then there's investing
What exactly determines an investor’s ability to benefit from the market place? We share our thoughts on the ‘Growth vs Value’ debate by revisiting our understanding of what investing fundamentally is and, by this definition, what an investor should have in place to achieve value.