We continue to believe that many clients still want and need
the services of a dealer as an agent rather than as a market
maker trading from its account. The industry has changed -
dealers now act for themselves - we will not liability trade
nor trade against our clients. Our clients come first.
Our philosophy is definitely not to be the biggest, because
we think many of our competitors lost their way during the
90s, when large bank-owned firms assembled many disparate
firms under one roof. Our business is service-based. The value
to clients is not in the size of commission, the number of
employees or the status of the senior people. Rather, we believe
that an investment boutique has to put forward experienced
people with demonstrated records of accomplishment in our
business. We value our independence. We value talent and commitment,
and seek to surround ourselves with the best. Simply:
| Our Corporate Mission: |
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To be one of Canada’s leading institutional investment
boutiques |
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| Our Product and Services:
|
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We will offer quality investment products, service and
independent advice |
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| Our Clients: |
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Institutions only-we cannot be all things to all people |
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| Our Unique Strength: |
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We are a niche player, we must stay small |
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| Our Corporate Culture: |
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We must be successful, hard working and conservative
with our resources. |
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| Our Shareholders: |
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We are independent and owner operated. We will continue
to provide an environment that rewards those who work |
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| Our Contribution: |
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Most importantly, ethics. Our reputation is our biggest
asset-we must keep at all costs |
