Exceptional businesses.
Long-term ownership.
We build concentrated portfolios of high-quality companies and invest our own capital alongside yours—with patience, discipline, and no unnecessary complexity.
In geology, strata are layers of rock formed over time —
each one a record of the conditions that created it.
We think about companies the same way.
Tailored strategies
for serious investors.
We offer custom portfolios through separately-managed accounts, built from three distinct equity strategies — each designed to meet different investment objectives and risk profiles while maintaining our core philosophy of long-term, high-quality business ownership. Fixed income is utilized in a targeted manner where required.
Equity Models
What sets us apart
Transparent fees
Canadians pay some of the highest investment fees in the world, according to the Morningstar Global Investor Experience Study: Fees and Expenses. We charge clients a simple management fee that is below the typical costs associated with other investment options in Canada.
True alignment
Our capital – and our families’ capital – is invested in the same companies that our clients own. Our interests are completely aligned with yours.
Focused client base
We maintain intentional constraints on corporate growth to preserve the integrity of our strategy and the depth of our client relationships. Our goal is not asset gathering – it’s long-term partnerships.
Proven expertise
Custodian: National Bank Independent Network. Legal counsel: Borden Ladner Gervais LLP. Auditor: MNP LLP. Experienced advisors every step of the way.
We leverage the expertise, support, and tooling of the best in the industry
Latest insights
The Problem With Chasing AI
It is hard to open a financial news site right now without seeing another headline about artificial intelligence. The enthusiasm is understandable.
What "Long-Term" Means To Us
Every investment firm says it. Long-term focus. Patient capital. We're not here to chase short-term noise.
Oil, Conflict, and the Case for Boring
Every time tensions flare in the Middle East, the same conversation starts up again. Oil prices spike. Energy stocks jump. Investors scramble
Start the conversation.
Strata Capital Partners serves high-net-worth individuals and their families, along with institutions and corporations who share our commitment to patient, disciplined, long-term investing. If you value substance over speculation and seek a true partnership approach to wealth management, we’d welcome the opportunity to speak with you.