Some of our favourite people to work with have come from our referral community. Welcome!
We can’t wait to meet you
Why bother trying to beat the index? Graduate to working with a trusted advisor to come to when you have questions
Want a particular sector or style bent to your portfolio? We work together with you to create the portfolio you want
Allured to stocks or bonds? Income focused or growth focused portfolios, actively traded for you by Doyenne
We are independent and research focused.
Research focused matters to us because it’s what gets our nerd juices going. We love to solve the problems that come our way together. We work with clients to target what you’re really after in a portfolio.
Independence should matter to you because it means we don’t take orders from anyone but the clients. We can be nimble and creative and helpful. In fact, it’s what we prefer!
