Investment Bank/Securities Brokerage - Oakville, ON, CA
STYLUS is a boutique wealth management firm providing comprehensive investment and financial planning services to individuals, families, corporations, and trusts. With a focus on creating sustainable, multi-generational wealth, we work exclusively with a minimum household investment of $500,000.We manage registered and non-registered accounts through our suite of North American equity pooled funds. Our approach to money management is based on disciplined, quantitative investment strategies we pioneered over 20 years ago; strategies that continue to be the foundation of our investment process to this day. We believe our commitment to our clients is demonstrated by the fact that collectively our team are the largest investors in our own funds.Our mission is simple: help our clients plan and reach their financial goals through style-based investment funds that focus on providing attractive long-term returns.Knowledge. Experience. Discipline. Performance. The cornerstones of our firm since 1994.
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