ETF Kitchen Is Evolving

From curated portfolios to bespoke family office collaboration.

Discover the next chapter in disciplined, cross-border financial strategy:

  • ETF Kitchen Portfolios execution through Trusted Partners

  • Tax planning and optimization

  • Succession and trust structuring

  • Cross-border financial solutions

  • Personalized advisory for UHNW families

A Global Network of Trusted Partners:

  • USA: Ethos Financial Group, King of Prussia, USA

  • Europe/Asia: Edmond de Rothschild, Geneva, Switzerland

  • Canada: Multiple options — inquire today

PortfoliosJanFebMarAprMay-7JunJulAugSeptOctNovDec2026
Global CAD+6.0%+9.2%-8.5%+2.1%+1.3%+9.6%
Global USD+6.0%+4.6%-6.9%+4.4%+0.9%+8.7%
Global EUR+4.6%+8.6%-9.2%+4.8%+2.6%+10.9%
Top 5 CAD+12.1%+14.6%-14.0%+2.6%-0.1%+13.3%
Top 5 USD+19.4%+14.8%-7.9%+21.5%+16.2%+78.2%
Crypto CAD-4.1%0.0%0.0%0.0%0.0%-4.1%
Crypto USD-3.8%0.0%0.0%0.0%0.0%-3.8%
Bonds USD+0.5%+0.3%-1.81%+1.3%+0.3%+0.6%

Portfolios201820192020202120222023202420252026Total Returns$10,000SinceAnnualised
Global CAD-1.6%+12.3%+5.3%+23.4%+0.6%-0.1%+17.0%+29.2%+9.6%+139.0%$23,896Jan-2018+11.0%
Global USD-1.5%+7.8%+12.7%+18.5%-8.5%+1.3%+21.2%+21.1%+8.7%+109.8%$20,977Jan-2018+9.3%
Global EUR+23.6%+20.1%+9.5%+10.9%+80.2%$18,017Jan-2023+19.2%
Top 5 CAD+48.5%+75.9%+27.7%-27.1%+22.5%+53.9%+13.3%+419.2%$51,924Jan-2020+29.6%
Top 5 USD-0.5%+29.8%+26.4%+78.2%+190.8%$29,077Jan-2023+37.5%
Crypto CAD-7.3%-15.0%+29.6%+64.4%-18.0%-4.1%+32.1%$13,208Apr-2021+5.6%
Crypto USD-7.5%-16.2%+38.1%+50.4%-19.7%-3.8%+24.4%$12,437Apr-2021+4.4%
Bonds USD+6.6%+0.6%+7.2%$10,720Jan-2025+5.3%