Our Key Advantage

Through a profound understanding of charities, we have developed a unique investment offering that has been explicitly designed to meet the needs of Canadian charities.

We recognize the factors that are of critical importance to Canadian charities:


We design portfolios that are designed to deliver high value over the long term.

Portfolio Design

We design portfolios that are built to satisfy the unique needs of Canadian charities including:


We recognize that investment performance is only one way to grow your organization’s investment portfolio.  The other way is through strategic engagement of your donors and key stakeholders. We support the engagement of your donors through Philanthropic Services: