" We are focused on building your wealth through World Class Investing Together "

Bruce Murray

Professional Investment Management Services

Global Equity Growth

Income Growth Fund

Separately Managed Accounts


Market Research

October Focus Stock – ATZ

Aritzia has been a core holding in our Global Equity Growth portfolio for the past 18 months, having increased our position to a 4% target weighting from 2% during the depths of the pandemic. The position has performed particularly well in the past year with the shares up 125%. We have always been fans of Aritzia, […]


Portfolio Updates

November Portfolio Update | 2021

Thoughts on the Market: November Edition Equity Market 3-peat Markets are chugging higher as we write in between some brisk selloffs in those sectors with cyclical underpinnings. Despite the volatility, the benchmark S&P 500 is up 25% YTD through November 30th. 2021 will go down as another stellar year in the equity markets, a 3-peat […]


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