What we are looking for
Are you a highly skilled advisor with a client first approach to your advisory practice?
Are you accomplished with your CIM designation or CFA charter?
Do you have an ability to grow your own business?
Sick and tired of the corporate BS where you must put the interests of the firm before those of your client’s?
About Us
We are a portfolio management firm that has demonstrated performance and corporate history.
A marketable platform as well as established sales and lead generation process.
We have multiple offices and are looking to expand nationally.
And our payout is pretty darn good…just sayin’!
About Us
We are a portfolio management firm that has demonstrated performance and corporate history.
A marketable platform as well as established sales and lead generation process.
We have multiple offices and are looking to expand nationally.
And our payout is pretty darn good…just sayin’!
Who we are
Our Team
Ottawa Office
Tyson Charlebois, CFA
Partner & Portfolio Manager
Shannon Boschy, BFA, CFP
Partner
Alex Bernier, PFP, CFP
Partner
Operations
Ryan Cameron
Marketing Manager
Nolan How
Intern
Toronto Office
Winnipeg Office
