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in the News

A selection of articles featuring our advisors.

 

 

 

Canada’s Top Wealth Advisors 2022: Steve Barban

As one of Canada’s most esteemed Portfolio Managers, Steve Barban has been providing bespoke wealth management advice to an affluent clientele since 1988. After completing an Honours Degree in Commerce, Steve continued his education, earning the Certified Financial...

What to expect if the Liberals win

It’ll likely be business as usual if the Liberals come into power on Monday. While the party has promised tax and investment policy changes, experts say there’s nothing in their platform that suggests a major shakeup. From:...

An uncommon approach to stock selection

It was 12 years ago when Steve Barban received a referral from an accountant. The prospective clients were uber-wealthy, well-known Canadian icons. They weren’t happy with their current advisor, and wanted to recoup some of the $38 million they’d lost when the tech...

Ice dream: Owning a hockey club

Everything conspired against 13-year-old Steve Barban’s sole passion: to play hockey professionally. He had to work a paper route for two years before he could afford equipment. When he did get on a team, practice was a 65 km bus trip away from his hometown of Sault...