EXTENSIVE EXPERIENCE

50+ years of combined experience in investment strategy and manager research

Investment team has proven track record through key industry roles at:

  • AON
  • University of Toronto Asset Management
  • Nova Scotia Health Employees’ Pension Plan
  • Albourne Partners



DEDICATED RESOURCES

Advanced technology and tools for superior analysis:

  • Access to databases such as eVestment, Morningstar, Bloomberg
  • Access to independent, external research for unbiased decision-making

An independent team strategically aligned with market trends and and client objectives

A global perspective on investment management and portfolio construction



INNOVATIVE THINKING AND GOAL TO CREATE BEST-OF-BREED SOLUTIONS

Safety and Growth: A balanced, strategic approach to portfolio construction

Expertise across public and private investments, emphasizing uncorrelated return profiles

Commitment to creating tailored solutions that address client-specific goals and challenges

Meet Your Team
Cameron Richards, MBA, LLB, CFA
Chief Investment Officer, Multi-Asset Strategies and Solutions

Cam brings institutional-grade portfolio construction and risk management to private clients and charitable organizations. His leadership ensures robust, customized solutions backed by decades of experience at pension funds, endowments, and global advisory firms.

Payton Liu, MA
Director, Investment Research

Payton leverages deep expertise in asset allocation and risk management, honed through years at University of Toronto Asset Management, to strengthen our research capabilities.

Neil Collins, CAIA, MFin
Director, Investment Research

Neil combines macroeconomic insight with hands-on portfolio management experience, delivering tailored strategies that reflect evolving market dynamics.