Our Advising Team
Gary KleinChartered Financial Consultant
Christine KleinFinancial Advisor
Jodi EdwardsCilent Relations Manager
We rely on independent quantitative, qualitative and fundamental research, viewing them as complementary inputs.
In setting investment strategy, we believe in taking risk only when it is accompanied by attractive reward potential.
Driven by a desire to find better ways to serve our clients, we focus on developing new ideas rather than limiting ourselves to conventional thinking.
Our independent research effort gives us the confidence to challenge consensus and to stand by our conclusions.