Relationships built on trust and longevity

The vast majority of our new clients are referred to us by long-standing clients. We consider each referral as the most eloquent testimony to the quality of our service — and as a responsibility that we take very seriously.

A diverse clientele, demanding needs

We support institutions, foundations, entrepreneurs, physicians, lawyers, and other professionals, as well as high-net-worth families whose wealth management needs are complex and evolving.

Being part of CIBC Wood Gundy allows us to bring together, in one place, all of the resources and financial services that the most demanding clients expect — and to put them at the service of each of our clients, whether it is an institutional portfolio or family wealth.

Relationships that span generations

For more than fifty years, we have had the privilege of supporting numerous individuals and families through the most important stages of their financial lives. Many of these relationships now span multiple generations — a legacy for which we are deeply grateful and whose value we measure every day.

Quality support, for those who are ready

To maintain the level of service and attention that our clients are entitled to expect, we have established a minimum threshold of 1 million dollars for accepting new mandates. This threshold allows us to dedicate to each relationship the time and resources it deserves.

Some of our clients are young professionals who have not yet reached this threshold, but who have demonstrated a savings discipline and long-term vision that fully align with our way of working. We are happy to support them with the same care as all of our clients.

We invite you to contact us for an initial meeting, to determine together whether our service offering corresponds to your situation and objectives.