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We believe that the role of bonds in a portfolio is to provide safety. We take no undue risk in our bond portfolios that would impinge on that role. We use a semi-passive approach in managing our bond portfolios by investing in high-quality provincial, federal, and corporate bonds with maturities ranging from five to 10 years with the intention of holding these bonds until maturity. Interest income is either re-invested in new bond purchases or paid out to clients as needed. Bond portfolios are diversified by credit risk and maturity date and are generally not traded. We believe that this strategy leads to consistent long-term returns with low portfolio volatility.

Our Approach to Equities