Asset allocation and investment strategies for a dynamic environment.
Invest confidently
Investing in Digital Assets
OSC Registered
We are registered as a Portfolio Manager and Commodity Trading Manager in Ontario, Investment Funds Manager in Ontario, Newfoundland and Labrador, and Quebec, and Exempt Market Dealer in Ontario, Newfoundland and Labrador, Quebec, Alberta, British Columbia, and Prince Edward Island.
Disruptive Technology Focus
Rely on an experienced team of technology focused professional money managers to help guide you through this period of high technological disruption.
Reputed Service Providers
We collaborate with reputable world-class service providers.
Secure Custody
SMA is on the Fidelity Clearing platform
