Our Disciplined Approach
We manage one of NBF's largest wealth management portfolios, with over $500 million in assets, and one of the largest discretionary management platforms. We’ve seen a lot over our 80 years of combined investment advisory experience, which helps us deliver best-in-class advice, execution and support to our clients.
Our Goals and Values
We understand your needs are unique
Our goals
We will work together to help you articulate your investment goals, building a holistic wealth management plan tailored to meet them. Whatever life throws your way, we want to provide you peace of mind for today, tomorrow and beyond.
Our values
We understand you are entrusting us with your money. We feel genuine responsibility and care for your financial well-being. We believe planning, discipline and patience are the keys to long-term financial success and navigating unpredictable events.
Honours and distinctions
Our advice, support and dedication are greatly appreciated by all of our clients.
- 2022 Awards of Excellence – Wealth Management (GTA)
- 2020 Awards of Excellence - Frank Fini - Jean-Louis Lévesque Award (National)
- 2019 Awards of Excellence - Team of the Year (National)
- 2018 Awards of Excellence - Team of the Year (GTA)
- 2014 Awards of Excellence - Team of the Year (GTA)
- 2007 Awards of Excellence - Portfolio Management Excellence (National)
- 2006 Sharpe Award - Highest Risk-adjusted return on cumulative client accounts
- 2004 Sharpe Award - Highest Risk-adjusted return on cumulative client accounts
