Canadian families and individuals with meaningful complexity, multiple accounts or entities, concentrated positions, cross border considerations, or multi generational goals. Most have $1M+ in investable assets, but fit and complexity matter more than thresholds.
We map your balance sheet and cash flows, consolidate accounts and documents, identify quick wins (tax, risk, liquidity), and establish a written plan and Investment Policy Statement. We also set the cadence for coordination with your accountant and lawyer.
No. Many families begin with planning and coordination, then transition portfolios over time. We can manage assets where appropriate and advise on held away accounts so the whole plan stays aligned.
We act as your coordinating advisor: shared agendas, clear responsibilities, and one calendar. We prepare materials in advance, run point on follow ups, and ensure tax, legal, insurance, and investment decisions integrate into one plan.
Transparent, fee based compensation. For discretionary portfolios we charge an asset based fee; for planning and coordination we outline the scope and associated fees up front. Our incentives are aligned with long term outcomes.
Typical starting point is around $1M in investable assets, but we prioritize fit and the value of coordination. If you’re facing complexity, we’re happy to start the conversation.
We'll help you bring the moving parts together.