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

Jan 17

Quarterly Focus – Q4 2021

The following is an excerpt from the quarterly newsletter distributed to clients. Rewarding 2021 – Prospects for 2022 Stock markets posted strong returns during the fourth quarter, capping off a very good 2021 for most investment assets. Globally, the S&P500 once again led the way in Q4, gaining 11%, while in Canada, the S&P/TSX rose […]

Jan 12

Hiring: Investment Operations Manager

Investment Operations Manager Focus is seeking an Investment Operations Manager to join our team. The incumbent will work across our investment operations functions, including compliance, investment fund operations, and risk mitigation. The individual will report to the Investment Operations leader, Stephen Joakim. The opportunity: Liaise with various firm leaders to provide investment operations and compliance […]

Jan 10

Hiring: Administrative Assistant

Administrative Assistant Focus is seeking an administrative assistant to join our client service team. The incumbent will be responsible for providing administrative support to our team and clients with the utmost precision and detail. The role reports directly to Ling Chhor, Operations Specialist. The opportunity: Liaise with all of the firm’s function in the role […]