We are an oasis of optimism – driven by strategy.
An innate drive to do the right thing and look out for people led Keith Mondesire to his first career as a Durham Region police officer. Those values and beliefs, expressed here as part of our brand foundation, have driven his more-than 25 years as an investment advisor – and they guide us all, every day.
Our core purpose – why we do what we do
This business is an opportunity to give someone a gift every day.
A multi-generational financial advisory practice that is to our clients what Warren Buffett is to Berkshire Hathaway and its shareholders.
We wish to model Buffett’s approach to:
Educating clients on the discipline of compounding wealth through investing in high-quality businesses, not investing in things we don’t understand, avoiding noise and distractions and not being concerned if the market discounts or undervalues our companies.
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A multi-generational financial advisory practice that is to our clients what Warren Buffett is to Berkshire Hathaway and its shareholders.
We wish to model Buffett’s approach to:
Educating clients on the discipline of compounding wealth through value investing, not investing in things we don’t understand, avoiding noise and distractions and not being concerned if the market discounts or undervalues our companies.
Our mission – what we do every day to get there
Our position – how we are different
An oasis of optimism – driven by strategy.
Our character – our voice: how we act and look
Our values – what we believe; our principles
People can easily get distracted. We calmly cut through all the noise and help clients stay grounded.
It is hard to smile and frown at the same time, so we would rather be on the side of smiling.
If someone can leave our office smiling and feeling better, it is just good for your physiology. Life is complicated and challenging enough.
We make people feel important – because they are.
We go the extra mile, over and above, and above and beyond.
3960 Brock Street North
Whitby, ON L1R 3E1