We also leverage the strength of our affiliated companies to complement our portfolio management and investment advisory expertise. Each firm is an established investment manager with solid track records, experienced teams and sound investment philosophies.
ADROIT INVESTMENT MANAGEMENT
has been professionally managing investment portfolios for over 20 years, providing families, corporations and institutions with a disciplined, conservative and consistent investment style. Adroit focuses on investments that preserve capital and offer better than average value, better than average quality and lower than average volatility. Adroit is a registered Portfolio Manager and Investment Fund Manager.
MCLEAN & PARTNERS WEALTH MANAGEMENT
McLean & Partners
provides a series of in-house investment strategies for affluent individuals and families. Whether you are interested in preservation of capital and income, or are still accumulating and growing your wealth, they can customize an investment strategy unique to you to best address your return objectives while being sensitive to your tolerance for risk. McLean & Partners is a registered IIROC Dealer Member and Investment Fund Manager.