We want to understand your personal story.
Knowing more about you and your family allows us to tailor wealth solutions specific to you and your ambitions.
Are we the right team for you?
We offer our clients the personalized experience of a boutique wealth management firm, while they enjoy the security, resources, and stability of one of Canada’s most trusted financial institutions, CIBC. While our clients benefit from a relationship-driven model typical of independent advisors, they are also provided access to the bank’s global research, broad investment product shelf, and professional expertise from around the world.
How are we different? It’s in the number.
We only serve a small number of clients. This is ideal for high-net-worth individuals, families, and business owners who desire a boutique advisory approach that ensures a collaborative and customized wealth management experience.
We provide family office services, expertise in intergenerational wealth transfer, estate planning, wealth planning and investment management.
What does peace of mind mean to you?
