Quietly Building Wealth.

Focus is an innovative wealth management firm dedicated to providing world class financial advice and long-term growth of capital. Over the last 30 years, our team of experts has helped individuals, families and foundations achieve their financial goals and find the best solutions for their unique needs.

Trust is at the core of every decision.

Ted Conrod

Why Choose Focus?

Whatever your investment objectives, we have the expertise, services, and proprietary tools to find the best solution for your needs. We provide a broad range of advice and investment products across public and private asset classes, while working with families and foundations in one of three capacities:

Full range of family office services and advice, Including Investment portfolios
Investment portfolios diversified across multiple asset classes
Investment funds focused on a single asset class

Investment Strategies

We offer a diverse mix of investment strategies across multiple asset classes. An investment portfolio can be customized to meet your specific financial targets, volatility tolerance, and liquidity preference.

Core Equity
Dividend Equity
Fixed Income
Credit Opportunities
Private Debt
Infrastructure & Real Assets

Broad expertise. One goal.

From dedicated asset managers to world-class equity analysts, the Focus team represents diverse experience and broad expertise, resulting in a dynamic mix of talent that is focused on a single goal: achieving results.

We are stewards of capital with an evolving view of the world and the factors that impact your investments.

Greg Thompson

Insights

Keep up to date with unique perspectives on the latest market trends, strategies, and more.

View Insights

May 25

Three Ways to Cure Your “Tax Hangover”

Our succinct perspective on key investment and wealth-related issues. As Canadians, we associate springtime with longer days, warmer weather, playoff hockey… and tax season. It’s not surprising that many have an aversion to thinking about the latter: wealthy Canadians pay among the highest levels of personal income tax in the world. In fact, as you […]

Apr 19

Quarterly Focus – Q1 2022

The following is an excerpt from the quarterly newsletter distributed to clients. Preparing for Unknown-Unknowns Thoughtful investors are always attuned to potential risks. Heading into 2022, the attention of market participants and media pundits was trained on the following: Would the Omicron wave trigger an economic slowdown? Would surging inflation prove to be a transitory […]

Feb 18

Focus’ Executive Chairman Greg Thompson comments on the anticipated rise in interest rates in 2022 and the potential impact this could have on the investment strategy of wealthy investors.