Wealth Management for Affluent Families
Over the last two decades we have gained valuable insights, understanding and experience earning us the trust of many of Canada's most successful families. Getting to know you on a personal level plays an essential role in how our team addresses your most complex needs.
We become familiar with you and your life, not just your financial assets, allowing us to identify potential gaps and provide the most appropriate solutions.
We will help coordinate all aspects of your financial framework so that you can focus on what’s most important to you. Our goal is to provide you with the necessary time, attention, and expertise to address every dimension of managing your wealth - now and for generations to come.
Wealth Management for Successful Business Owners & Entrepreneurs
Understanding the complexity of needs that face successful business owners and entrepreneurs, we specialize in providing comprehensive and understandable strategies that produce a clear path every step of the way.
Whether it be tax-efficient strategies, protecting key employees and executives, business succession and transition planning or maximizing investment returns, we will work with your team of trusted professionals to ensure the correct plan is in place.
Wealth Management for Institutional Clients
Working closely and in a goals-based way with key decision makers, we are dedicated to the needs of Foundations, Endowments and Non-Profits. Our approach is centered around the prudent investor rule: Return of capital and liquidity rank ahead of return on capital, regardless of the interest rate environment or other economic conditions. Together with the board, we carefully compose an Investment Policy Statement (IPS) that is aligned with the predetermined goals and time horizons established with the institution.
Our combination of commitment, resources, and expertise can help your organization achieve its investment objectives.
We’re here to help you achieve your wealth ambitions
Contact us today to learn more about who we serve and how we can help you achieve your wealth objectives.