Mission

Our Vision

To change the Canadian investment industry by connecting investors with experienced money managers in the most efficient way possible.

Our Mission

To become the leading Canadian provider of direct funds to discerning, engaged investors.

Our Values

We ask "what's best for our clients" before every decision

We seek out clients who are long-term investors

We invest alongside our clients

We protect client privacy without compromise

We provide a well-researched, independent viewpoint

We strive for the best transparency and clarity in our industry

We define our conduct by teamwork and respect

We contribute to our community