ROB

Knowledge. We believe that knowledge, including moral, emotional and learned intelligence, are key factors in providing excellent service. We believe this leads to a deepened ability to collect, analyze, interpret and apply information that represents a competitive advantage which benefits our clients... Conservatism. With a focus on conservatism, we build investment portfolios with an emphasis on risk management. Risk is assumed in a disciplined manner. This is achieved primarily through proper security selection and diversification. Our clients have the comfort of knowing that their investments are being managed in a prudent manner... Empowerment. We are firm advocates of empowerment. This is achieved by helping our clients understand and plan for life events. Our clients come to us for personalized service that is not off-the-shelf advice. We appreciate that each client's life and financial situation is unique. We regularly monitor our client's investment portfolios, financial..

Primary location: Toronto