Experience truly personalized wealth management.

Our well defined investment approach focuses on capital preservation and accumulation to provide long-term consistent returns.

Investing together, we can protect your legacy.

The LDIC North American Small Business Fund has been awarded the 2022 Refinitiv Lipper Fund Canada Award for the Best Canadian-Focused Small/Mid Cap Equity Fund Over Five Years.

Wealth
Management

Our collective knowledge yields investment insights that our very own industry leaders validate to produce long-term results.

With over 25 years in business LDIC is experienced navigating different types of market environments while staying focused on long term wealth creation, balanced with wealth preservation. 

Our dynamic team of wealth professionals bring a depth of knowledge and extensive industry experience to ensure exceptional service and a disciplined investment process. 

Our dynamic team of wealth professionals brings a depth of knowledge and extensive industry experience that is concentrated on providing exceptional service and consistent returns.