Kurt Pedersen

Portfolio management that gets you closer to your goals

For all the complexities of the capital markets, smart investing really comes down to attention to detail. It’s about being engaged and curious. That’s what draws us to investment management — we’re interested in the way the markets move, we thrive off uncovering unconventional opportunities and digging into company details in order to help our clients take advantage of the right opportunities along the way to achieving their long-term goals. That endless search for opportunities drives us each and every day. 

Our client base of entrepreneurs and high net worth professionals understands that endless pursuit. Often they have an interest in the markets too. They know we value their ideas. They also know where the gaps in their knowledge lie and they trust us to move on opportunities with their best interest in mind. They trust our deep knowledge of the markets gathered over the past 25 years. And they trust in our ability to keep them informed in a way that fits their needs. 

An intuitive, detail-oriented approach to investing is what earns us our clients. How our clients’ portfolios and comprehensive wealth planning helps them achieve their goals is what defines us.

Train arriving, symbolizing timely insights

Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

20 September 2021
Welcome to the backside of the inflation spike
View article

13 September 2021
MPT, we have a problem
View article

 

 

September 2021
Normalizing
View article

Wooden walkway over windy field

Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.


Intergenerational business transfers - Bill C-208

If you are a small business owner planning to sell your business to a family member, Bill C-208, approved by the Senate on June 29, 2021, will make this process easier.

View article