We possess a global expertise that is rare in the private wealth counsel marketplace

We stay ahead of the curve – having developed our proprietary Goals Based Reporting that we share nationally.   

Having the benefit of managing money overseas and in Toronto for large multinational corporations and pension plans provides us with a distinct advantage over our peers. Our globally experienced team focuses on state of the art solutions for clients whose net worth ranges from 1 million to 30 million  and deliver value with our bi-annual Value Audit. 

We are a multi-faceted team with over 200 years of Economic, Investment, Financial Planning, Banking and Estate Planning Experience.

Business Owners / Agricultural Families	Corporate Executives
Health Professionals	Foundation / Government Institutions
Retirees	Women

“The discerning clients with whom we work expect a Respectful, Critically Minded, Compassionate, Innovative and Adaptive  Wealth Counsel Group who puts their interests’ first.  And, who is willing  to take the lead role in organizing and driving  their financial affairs towards achieving their goals”
~Christine D. Fortin  June 2008
 

Our office is a welcoming and vibrant environment where our team thrives on inclusiveness and our clients have confidence knowing their ever evolving financial concerns are resolved by a team that is sensitive  to changing needs, enormously respectful, clear, unabashedly detailed and critically minded.