Contact Us

How to reach us

Whether you're a long-time client, or at the early stages of exploring, please feel free to contact us with any questions or comments.

Here are the phone numbers and email addresses to reach us at:

Philip Smith, Portfolio Manager - 613-688-3857

James Maxwell, President - 613-800-8969

Chris Tester, Vice President of Business Development -  587-888-2685

Leslie Wittenberg, Fund Administrator -  613-688-3858 x276


359 Kent St #503

Ottawa, ON K2P 0R6