Founded 2003 Calgary Alberta. Registered investment counsel/portfolio management firm with the Alberta Securities Commission. Established to help clients realize their investment objectives and enjoy a level of service superior to most in the industry. Determined to preserve and grow capital in a manner that is consistent with our client’s objectives. Independently owned by its partners and employees, allowing it to attract and retain the highest quality investment personnel. Created as a result of a partnership that developed with three senior executives from two of Canada’s most prominent investment organizations. A team of experienced analysts from New York and London joined the Partnership to create a balanced and experienced team of professionals. Utilize the most sophisticated technical tools available in the investment industry as a means of ensuring our clients receive the most advanced investment management systems.