Our mission is to spend time with our clients so we can deeply understand, and design strategies that fulfill what they want out of life.

We do this so that our clients can focus on doing what they love, while we do what we love.

Core purpose - why we exist

For the honour of being entrusted by our client families to protect and grow their financial assets and personal peace of mind - for generations to come.

Vision – where we are going, and how we’ll know we’re there

To be the acknowledged first choice for the multi-generational financial needs of Canadian families.

Mission – what we do every day to get there

We spend time with our clients so we can earn a seamless web of deserved trust between us and you, for generations to come.

Position – how we are different

The deepest pool of experts in Canada means the best professional for your family in every circumstance.

How we say we are different

Do what you love.


Values - what we believe; our principles

  • Having an impact
  • Earning deserved trust for generations
  • Making our clients’ lives better
  • Our interests are always aligned with yours