We are able to successfully implement our investment philosophy over time and across accounts by emphasizing team research and developing strong portfolio manager/client relationships.

All of our research is conducted by small groups which build model portfolios for asset mix, Canadian equities, U.S. equities, global equities and fixed income. The decisions of each of these groups are then implemented according to the investment objectives of each client. Our portfolio managers stress the importance of regular meetings to ensure that we are constantly aware of client requirements.