More gain. Less pain.
Finally, a simpler, more rewarding
way to invest.

Find out why Canadians have trusted us with over $500,000,000.

Get in touch

How our funds and advice lead to
better returns.

Funds that pack a punch

Most funds out there look pretty much the same. But you have to look different from the market to beat the market. So our funds are built leaner and meaner, with fewer stocks and no filler.

Our funds are built stronger than others: leaner and meaner, with fewer stocks and no filler.

World-class fund management

Our expert fund managers each specialize in a specific asset type, so their focus is razor sharp. And our client advisors provide clear-cut advice, so you can feel confident about the future.

Our advisors provide clear-cut advice, so you can have clarity about your investments, and feel confident about the future.

Smaller fees for bigger returns

Our fees are significantly lower than elsewhere, with no hidden fees and no commissions. And we reward you with even lower fees the longer you're with us and the more your account grows.

Our fees are significantly lower than elsewhere, with no hidden fees and no commissions, so your portfolio grows faster.

How it works


1

Get a custom portfolio by working with our advisors. Or use our tools to build your own.

2

Stick with the plan. If the market acts up, we're here for you (see company name).

3

Live long and prosper.

What others are saying


I can't think of anyone I would trust more with my money.

What others are saying

I can't think of anyone I would trust more with my money.
You can't find active management with this level of service at such a low fee anywhere else.
Firmly committed to transparency...a rare and welcome occurrence in this industry.
The very things we've been screaming for in a fund company.
Timely and informative communications, and the personal touch [of] a small firm.

What else you need to know


89% of our own money invested in our funds

We put our money where our mouths are.

Real people answer the phones

When you call, you get a live, experienced professional on the line, not a computer.

A leading voice for investors

Read Tom Bradley's regular column in the Globe and Mail, and right here on our blog.

Crystal-clear reporting and communications

So you can see at a glance how you're doing. It's not meant to be rocket science.

Vancouver Open House: Saturday, Feb 13

Drop by our office on Saturday, Feb 13, from 10am to noon to talk RRSPs, TFSAs and taxes with our guest Candace Nancke. Find out more.

Recent blog post

What does cheap oil mean to your portfolio?

The falling price of oil has hit resource companies hard. But many businesses are benefiting from cheap energy. We explain.

Read more

Get Canada's must-read investment newsletter, delivered monthly to your inbox.