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-6JunJulAugSeptOctNovDec2026
Global CAD+6.0%+9.2%-8.5%+2.1%+1.0%+9.2%
Global USD+6.0%+4.6%-6.9%+4.4%+0.9%+8.6%
Global EUR+4.6%+8.6%-9.2%+4.8%+2.3%+10.5%
Top 5 CAD+12.1%+14.6%-14.0%+2.6%-1.2%+11.9%
Top 5 USD+19.4%+14.8%-7.9%+21.5%+12.1%+71.8%
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%-0.1%+0.2%

Portfolios201820192020202120222023202420252026Total Returns$10,000SinceAnnualised
Global CAD-1.6%+12.3%+5.3%+23.4%+0.6%-0.1%+17.0%+29.2%+9.2%+138.1%$23,814Jan-2018+11.0%
Global USD-1.5%+7.8%+12.7%+18.5%-8.5%+1.3%+21.2%+21.1%+8.6%+109.6%$20,962Jan-2018+9.3%
Global EUR+23.6%+20.1%+9.5%+10.5%+79.6%$17,962Jan-2023+19.1%
Top 5 CAD+48.5%+75.9%+27.7%-27.1%+22.5%+53.9%+11.9%+413.1%$51,307Jan-2020+29.4%
Top 5 USD-0.5%+29.8%+26.4%+71.8%+180.4%$28,041Jan-2023+36.1%
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%+0.2%+6.8%$10,676Jan-2025+5.0%