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 provide 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
Access to any one of our individual investment funds

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.

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

Broad expertise. One goal.

From dedicated financial planners to world-class asset managers, 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

Dec 8

An Evening with David Rosenberg

Our succinct perspective on key investment and wealth-related issues. Inflation and Interest Rates: “Higher for Longer” or “Lower, Sooner”? James Stellick, Managing Director at Focus, recently hosted an evening with David Rosenberg, Founder & President of Rosenberg Research. In front of over 100 guests at the Park Hyatt Hotel, David delivered a thoughtful thesis as […]

Jul 24

The Quarterly Focus – Q2 2023

The following is an excerpt from the quarterly newsletter distributed to clients. Steady as the tide goes out The global economy withstood pressures again this quarter. Despite ongoing monetary policy tightening by central banks and recessionary fears, growth remained resilient (albeit slower). Policy makers continue efforts to bring inflation under control, a journey that is […]

Jun 8

Vacation Home Conundrums

Our succinct perspective on key investment and wealth-related issues. Planning strategies to keep the peace One of the best kept secrets in North America is the Muskoka Lakes. Ontarians know them. New Yorkers, too. But much of the rest of the continent is blissfully unaware of the watery treasure that resides just north of Toronto: […]