We are fiduciary wealth managers.

We guide your nest egg professionally—whether you are travelling, on vacation, running your business, enjoying the cottage or retirement.

OUR UNIQUE VALUES

We always place your best interests ahead of ours.
We listen closely to your needs and dreams.
We are transparent, paid only by our clients.

We are an independent investment advisory and portfolio management firm founded in Canada in 2008. We manage investment accounts with a disciplined, value-based philosophy for professionals, business owners and families.

Our portfolio managers are seasoned investment professionals.

Constantine Lycos
Steve Nyvik
Adrian Mastracci
Gregg Lutton
Meet Our Team

OUR PHILOSOPHY

A typical investor buys investments after they have performed well, then sells after they’ve performed poorly.

We believe that exactly the opposite is the best way to invest. Buying into good investments when they are under-appreciated and under-valued makes sense to us.

If you believe the same, and would appreciate the value of having a professionally managed portfolio, let’s begin a conversation.

Contact Us

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