Dedicated to being the leader in client relationships

Specialized expertise 

We believe investment research, guided by a rigorous and consistent process, yields better results and serves our clients well over the long term. Our commitment to best-in-class research is demonstrated by our large teams in each asset class with multiple sector or regional focus. They’re dedicated exclusively to industry research and security-specific idea generation.

Client relationships at the forefront

Building long-term client relationships is key to our success. We partner with clients, offering the flexibility, focus and dynamism of a boutique firm, coupled with the robustness and resources of a large financial institution.

We maintain a strong tradition of disciplined investment processes, prudently manage risk and develop customized and innovative solutions for our clients.

Vision and Values

Our Vision

Our vision is to be the leader in client relationships. We will build the most trusting and enduring client relationships by putting our clients at the centre of all that we do. We will listen intently to our clients, offering them what they need, and striving to exceed their expectations.

Our Values

Our vision comes to life through our values and our ability to demonstrate them in our everyday decisions, actions and interactions with our clients, team members, communities, and shareholders.

Trust

We believe in the instincts and talents of our people. We support and recognize those who do what’s right for our clients.

Teamwork

Our clients benefit from the power of a team that enjoys working together on their behalf.

Accountability

We do what we say, because this is what our clients expect and deserve. If we make a mistake, we admit it and fix it.