"When we first met Melanie Segal, she talked to us about her aging father. She was obviously devoted to him. And she said to us that she would look after our retirement portfolio with the same care she looked after her father’s. We trusted her to do this, and have never had a moment when we thought it was otherwise. Melanie has managed our portfolios with great care, and her team is responsive to all of our queries."
Client since 2014, Senior Law Partner and Minister (October, 2025)
"Melanie and her team have been managing my investments as well as providing financial advice regarding planning for many years. She is constantly checking in to make sure our goals are aligned. I have recently recommended this team to my sister whose investments languished under the care of another advisor. The stark comparison between the growth in my sister’s investments and mine is a true testament to this teams’ skill and intuition."
Client since 2005, Veterinarian and University Professor (October, 2025)
"Melanie is one of my most trusted advisors. Aside from her exceptional skills as a portfolio manager, Melanie brings a level of compassion, empathy and understanding to the non-financial aspects in my life. She has been invaluable to me while I was working and more importantly, as I entered retirement. Through updating and maintaining my financial plan, introducing me to key contacts in Private Banking both in Canada and the US, and estate planning professionals, Melanie and her team have given me peace of mind. I am confident that I can enjoy this next phase knowing that Melanie and her excellent team are there to support me"
Client since 2012, Bank Executive (October, 2025)
"We have been clients of Melanie close to thirty years. She has guided us through numerous market swings with sound advice and outlook. We retired fifteen years ago, and subsequently, live off of our investments. It has been worry-free. Our middle-aged children are also happy clients."
Client since 2000, retired business owner (October, 2025)
"Melanie Segal has been a true partner in managing my investments. She’s proactive, creative, and always on top of what’s happening and going to happen in the markets. I know Melanie treats my funds as carefully as if it were her own, and the results of her hard work show clearly in my returns. She and her team are thought leaders, very approachable, and an absolute pleasure to deal with. I trust her completely and feel very fortunate to have been introduced to Melanie.”
Client since 2019, Principal at Engineering Firm