We believe a strong client relationship starts with shared values, not account minimums. While many of our clients have built substantial assets, we prefer to begin with a conversation to determine if our investment approach and values align with yours.

Investments are managed by registered Portfolio Managers at OFIC. Our professionals meet the highest standards in education and are registered with the appropriate provincial securities commissions. Our firm’s independence ensures we act solely in your best interest without outside influence or pressure.

Your Peace of Mind is important to us. That’s why we’ve partnered with Fidelity Clearing Canada ULC (“FCC”), a trusted national custodian to safeguard your assets.

FCC is responsible for securely holding your assets and keeping them separate from their own, in accordance with regulatory standards. In addition, FCC is a member of the Canadian Investor Protection Fund (CIPF), which offers protection in the rare event of FCC’s insolvency.

This multi-layered structure helps ensure that your investments are protected, giving you the confidence to focus on what matters most.

Our investment management fees are based on a percentage of assets under management. All fees are clearly outlined and discussed with you upfront as part of our engagement, so there are no surprises, just transparency and a shared understanding.