Innovative. Forward Thinking. Personalized.

With a low-interest rate environment, investors can no longer turn to cash or near cash investments as a means to build and retain wealth. Over time income tax implications and inflation erode capital. The opposite extreme of aggressive equities is also an approach which we don’t favour.

Although we are focused on growing your wealth, we are likewise mindful about protecting your assets from a market correction. Our average client will generally live through another five to seven economic & market cycles. As trying to time these cycles is a futile exercise, we prefer to prepare rather than react.

Our belief as such is that more can be achieved through efficient portfolio construction. By quantifying risk through back-tested portfolio analyses while comparing with past and projected returns, we have been successful in capturing strong returns during periods of market growth and preserving more capital during economic contractions.