Philosophy


It’s easy to believe that all mutual funds are the same and that the only thing new under the sun is a clever ad campaign. Problem is, that view is inaccurate and can be hazardous to your financial well-being.

To get a clearer picture of the important differences, compare our philosophy with our competitors.

  • we specialize by focusing our resources on a limited number of funds –  and a limited number of securities per fund – we don’t try to be all things to all people
  • we don’t just believe in innovation, we deliver it as Canada’s pioneer in active/passive investing
  • we think what matters is absolute returns; we don’t get excited because we beat the index (because good relative performance does not build wealth or pay for retirement)
  • we keep our portfolios as productive as possible at all times….we do not hang on waiting for tides to turn

Most of all, we think mutual fund management fees should be lower, so we did something about it.