Welcome to Our “Financially INsync” Universe

At “Financially INsync”, we believe in seeking out the absolute best when it comes to stocks. Instead of confining ourselves to the traditional indices like the S&P 500 or the TSX, we have forged our own path. Our meticulous research and analysis have led to the creation of a universe that shines a spotlight on the crème de la crème.

To be a part of our “Financially INsync” universe, a stock must meet rigorous criteria. We start by demanding a minimum market capitalization of $8 billion, ensuring that we focus on established and robust companies with the potential for long-term growth. But we don't stop there.

To truly earn a place in our universe, a stock must demonstrate exceptional performance across multiple time horizons. We scrutinize its ability to outperform the S&P 500 not just for a year, but consistently over 1, 2, 3, 4, 5, and even 10 years. By demanding excellence across the board, we ensure that only the most outstanding investments make it into our portfolios.

We understand that the financial landscape is ever-evolving, that’s why we update our "Financially INsync" Universe every quarter. This ensures that our clients always have access to the freshest, most promising opportunities available.