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The Stonebrooke Balanced Growth & Income Fund offers a combination of both capital growth and income while mitigating volatility over the long term. Learn more. 

Investors know that a diversified portfolio is important for building long-term wealth. A portfolio can be diversified by investing in a variety of stocks, bonds and/or other products linked to public markets. For even more diversification, investors should consider Alternative Investments. Learn more.

With access to both public and alternative investment opportunities, our portfolios offer more choice for more growth potential. Learn more.



We chose National Bank Independent Network (NBIN) to hold your cash and securities. Committed to this business for more than 25 years, NBIN is one of Canada's leading providers of custodial, trading, clearing, settlement and record keeping services to independent registered portfolio managers. Learn more.



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