What we do

When asked who our clients are, there is no single answer. Whether they are entrepreneurs, doctors, family offices, retirees or aspiring ones, the one thing all of our clients share is a set of common values with us: to win by doing the ethical thing, working hard, applying discipline, and giving back where we can.

Who Our Private Client Team Helps

Affluent Families
Entrepreneurs
Executives
Professionals
Pre-Retirees
Post-Retirees
Family Offices
Foundations
Not-for-Profits

What to expect

We recognize that each investor has unique circumstances. As your investment managers, we prioritize open communication to understand your current situation and future financial goals – using easy-to-understand language without investment jargon. This insight forms the basis of your investment plan and allows us to create a tailored portfolio that meets your specific needs.

1

Discovery Meeting

2

Investment Policy Statement (IPS)

3

Portfolio Positioning and Rebalancing

4

Quarterly Reporting

5

Portfolio Review

Client-centric Wealth Planning

Cashflow Forecasting

Whether you're already retired, approaching retirement, or it's still years away, we're here to help you plan for the future you want. Together, we can develop a complimentary cashflow plan and net worth projections tailored to your goals and timelines. We can run multiple scenarios through our software based on your financial circumstances and assumptions.

When changes take place, as they often do, we’ll work with you and your external partners to review your plans to help you stay on track.

Questions We Answer

How much can I afford to gift?
Can I retire sooner?
What legacy will I leave?
How much can I afford to spend in retirement?
Will I outlive my portfolio?
Are my portfolio returns enough to hit my goals?

Let's Talk

Donor Advised Funds

Did you know you can achieve the vast majority of the benefits of a private foundation at a fraction of the cost in dollars and time? We help facilitate Donor Advised Funds (DAFs) for our clients as they:

Can be set up in one day
Will immediately issue you a tax receipt for your full donation
Can receive donations from other people and organizations
Allow you to control the granting decisions through extinguishment
Require no go-forward legal governance on your part

Reach out to learn more about how DAFs may benefit you.

CONTACT US

The Private Client Team

Our Private Client Portfolio Management team is responsible for managing non-registered, RRSP, RRIF, RESP, TFSA, and Trust portfolios for individuals and families.

Reach out to learn more! We'd love to hear from you.

MEET THE TEAM LET’S TALK

Beyond the Portfolio

Quarterly Newsletters

We regularly share engaging, jargon-free investment and planning articles with you.

LEARN MORE

In the Community

We believe passionately in investing in our communities through sponsorships, donations, and volunteering on investment committees and boards across Canada.