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Exclusive Money Management
for a Select Clientele

What We Do

Our Services

We develop a close working relationship with our clients and are easily accessible 24/7. All of our employees have exceptional customer service skills and attention to detail. More >>>

Our Investment Strategy

We create focused portfolios comprised of companies with the best business models. Optimizing after tax returns for our clients is at the forefront of every decision we make.  More >>>

Our Investment Philosophy

We invest in companies with a strong competitive advantage in their markets, proven management track record, financial strength and superior growth. More >>>

Who We Are

Kevin Elliott, CFA



Global Investment Expertise

24/7 Client Service

Mary Throop, CFA



Limited Number of Clients

Strong Corporate Governance, Ethics and Integrity

Our business model is built on:

Contact Us

401 Bay Street, Suite 1600

Toronto, ON

M5H 2Y4

Telephone:  416-628-7282


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