Dimensional Fund Advisors
A global leader in asset class investing, their investment researchers are well known in the global investment industry for their pioneering work in portfolio construction concepts and capital market research. Their institutional asset class strategies have been used since 1981 and they currently manage $1.2 trillion CAD (as of June 30th 2025).
Vanguard Group and Blackrock Inc.
Vanguard and Blackrock each manage a series of exchange traded funds. Exchange traded funds (ETF’s) are flexible asset class investment tools that empower portfolio managers and financial advisors to gain asset class exposure in a low-cost, transparent and tax efficient manner. Vanguard and Blackrock currently manage and oversee $14.4 and $16 trillion CAD respectively (as of Jan 31st, 2025 and Dec 31st, 2024).
Final Frontier Advisory Study Group
Founded in 2006, the Final Frontier Group (FFG) is an independent group of six private client advisory groups across Canada who meet on a regular basis to share “best practice” ideas. The advisors and advisory firms in the FFG oversee more than $3.5 billion worth of private client assets.
Portfolio Management Association of Canada (PMAC)
Our firm is a member in good standing with PMAC, the representative organization for portfolio managers in Canada. Members are comprised of both large and small portfolio management firms managing Canadians’ pensions and retirement savings. PMAC was established in 1952 and its 320 current members are responsible for managing in excess of $3.6 trillion CAD of client assets.
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3535 St-Charles Blvd.
Suite 703
Kirkland, Quebec
H9H 5B9
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