top of page
Summer 2016 trip to Åland archipelago. Strong winds and waves_edited.jpg

Asset Classes & Strategies

Access a broader range of institutional-grade opportunities.

The typical Canadian individual investor's portfolio is over reliant on traditional asset classes and lacks proper diversification. With yields on traditional bonds at less than 2%, what has worked in the past is not likely to work going forward. Maintaining the status quo is likely to result in lower expected returns and a higher risk profile.  


Expanding beyond traditional asset classes for diversifying risk exposures and stable cashflows is critical to optimizing returns and managing to a stated risk tolerance in today’s world where valuations are high, income potential is low, and risks are elevated. 

Beyond Traditional Stocks and Bonds

Canadian Fixed Income


International Equity

US Equity

Canadian Equity

Typical Balanced Portfolio.png

Begin your journey with us

Schedule a call with one of our Advisors.

bottom of page