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Technology investing often begins with the product. What does the company sell? How large is the market? How fast can it grow? These questions matter, but they are only part of the work. To build conviction, we also need to understand the people making decisions, the culture they are shaping, and whether the organization has the discipline to…

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OnTheRoad 1140x570s
Just under three years ago, we initiated a small position in VitalHub (VHI), a Toronto-based firm that acquires software companies in the healthcare sector. Since 2016…
2025.02.25 1140x570
We are thrilled to share that four of our funds have been recognized as winners of the prestigious 2024 FundGrade A+ Awards. We celebrate this achievement at the Awards…
FinancialPlanning 1140x570
The idea that we should aim to die with less money, rather than more, often provokes a strong reaction. It can also seem at odds with what society typically encourages…
International Global 1140x570s
Global equities ended 2024 on a high note, buoyed by the continued dominance of U.S. markets. However, the year was not without its challenges, as political events and…
Portfolio 1140x570
When it comes to building wealth, the concept of compounding is one of the most powerful tools at your disposal. Registered accounts such as RRSPs, TFSAs and FHSAs…
Balaced 1140x570
The outcome of the U.S. election played an important role in driving equity markets higher in the fourth quarter, as the incoming Trump administration is seen as more…
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