The Family Office Model

Using a family office model, we excel at managing and integrating the financial affairs of families, businesses and charitable organizations.

We start by listening to your needs. Our first goal is to develop a complete understanding of your current wealth structure, constraints on investing, unique goals and family needs. We are then able to formulate the optimal wealth strategy to simplify your life.

Our investment policy is based on realistic expectations with a long-term perspective and clearly defined objectives. This is the foundation upon which our portfolios are developed and managed over time and through different market cycles. Recognizing that no two clients are alike, we develop an investment approach or financial strategy that is geared to each individual investor. This investment portfolio takes into account your specific goals, financial means and risk tolerance.

"Thanks to Doug, his team, and his well thought out and tested investment strategies, I can go on with my life and job without having to worry about whether my finances are being taken care of." J.L.

Investment Philosophy and Process

For each client, we strive to deliver stable, long-term returns with a strict focus on managing risk. The risk management process is as important in determining long-term portfolio performance as the ability to select individual securities or managers.

"Personally, I have been very pleased with the overall performance of my portfolio since Doug took over; it also is an added bonus that he is a nice guy and seems to have a caring and professional team backing him." M.C.

Service Approach

We have built a reputation for excellence by always putting our clients' interests first. We are very selective of who we deal with and therefore have the ability to offer our clients a superior level of service.

"I am very satisfied with my investment experience. Their handling of my investments has taken away the worry and the uncertainty in today's market. When personal matters came up in my life, Doug and his team went the extra mile to help. They treated me like family" S.B.

"The entire team is always extremely courteous and efficient. It's a pleasure to work with them." K.S.

"I'm not surprised that [Doug was] named one of Ontario's top wealth advisors...I've always been impressed with [his] professional manner and [his] warm personality...[I] thank [him] for all [his] stewardship over these past many years." C.L.

Trusted Advice

Clients rely on us to give them honest advice and recommendations based on their individual situation in any market environment. Our core guiding principle is that integrity must be the cornerstone of each and every dealing to ensure clients receive objective advice and fair pricing on all investment services and instruments.

In addition to Doug's extensive experience working with private clients, he also brings unique executive experience to the table from his previous roles at other Canadian bank-owned and independent investment dealers. These roles include: Branch Manager, Managing Director, Senior Vice-President and Regional Director. With over 25 years of experience in the Canadian financial services industry, Doug leverages a truly unique industry background when providing wealth management solutions and ongoing investment advice for his clients.

"I have extreme confidence that my investments are handled professionally and I don't have to worry about them." K.W.