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Do you have any questions about our services? We will be happy to reach out to you.

Private or Institutional Clients

General Enquiries: 514-499-1200

Toll-Free: 1-800-307-8557

E-mail: [email protected]

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Reach our team member

Eastern Canada – Montreal

Joé Marcone

514-315-8126 [email protected]

1800 McGill College Avenue, Suite 2510
Montreal, Quebec H3A 3J6

Central Canada – Toronto

Peter Burke

647-258-7861 [email protected]

Royal Bank Plaza, South Tower
200 Bay Street, Suite 2100
Toronto, Ontario M5J 2J4

Western Canada – Calgary

Paul Vaillancourt

587-350-1706 [email protected]

355-4th Avenue SW, Suite 800
Calgary, Alberta T2P 0J1

Our Perspective

Portfolio Update – May 2025

Global equity markets continue to exhibit elevated volatility. While some areas of the market have already begun to price in the anticipated impact of tariffs and shifting trade dynamics, uncertainty remains amid shifting timelines, evolving policies, and ongoing trade negotiations. […]

Research Insights Webinar – April 2025

Don’t miss this opportunity to hear directly from our management team and learn how we are navigating the challenges of today’s volatile and complex market environment. […]

Portfolio Update – April 2025

Global equity markets experienced a marked increase in volatility over the past month as investors reacted to escalating trade policy uncertainty. […]