Your trusted investment partner.
The most valuable commodity we offer is peace of mind. Our commitment to you creates results you can count on.
The most valuable commodity we offer is peace of mind. Our commitment to you creates results you can count on.
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
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.
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
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:
Reach out to learn more about how DAFs may benefit you.
CONTACT USOur 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 TALKWe regularly share engaging, jargon-free investment and planning articles with you.
We believe passionately in investing in our communities through sponsorships, donations, and volunteering on investment committees and boards across Canada.