We started with a blank piece of paper. After years of experience in the industry, we knew there was a way to make success more meaningful. Using our collective wisdom as a starting point, we sketched out how to build a business that would re-imagine the way asset management works and become the leader that our industry and peers would need to look up to.
We believed there was a way for an investment firm to put customers at the centre of everything it did. We could create success that would matter for real people and improve their lives for the better. And we could do it by finding new ways to drive superior performance while being a “positive utility” in society.
Through our core mission, we create success for investors like you. We do that by caring genuinely about the same things you do.
Since day one, our principles have been our north star. Our approaches to risk management, outcome orientation, accessibility, sustainability and transparency broke new ground. We've proactively added modern, trail-blazing approaches to reflect our values and ensure that our core mission measures up to the bar we've set for ourselves.
To do that, we’re not only leading a different way to think about investing. We're showing how a modern investment firm can discover different ways to think, and ultimately creating the type of investment experience we’d want for ourselves.
CEO & Founder
Our principles live at the heart of everything we do. Together they guide how we build the firm where thoughtful Canadians invest.