The company currently manages 8 closed-end funds and one open-end mutual fund in Canada. In addition to a team of 7 portfolio managers, 6 of which hold their chartered financial analyst designation (CFA) the firm includes 6 other employees who help run the day-to-day operations. Over the past 25 plus years, we have built a reputation servicing high net worth private clients and institutional investors including: family offices, foundations, endowments, and pension plans. Our firm specializes in yield-oriented investment products that use option-based investment strategies to enhance yield and improve investors’ risk/return profile.