We take a modern family office approach to managing wealth.

Our role is to bring structure to complexity and alignment to every decision that touches your wealth.

From investment management and tax strategy to estate planning and philanthropy, we act as your central hub, connecting the specialists around you so that your financial life moves in one clear direction.

We collaborate with your accountant, your lawyer, and your family to make sure every piece of your financial picture is working in sync.

The result is clarity, coordination, and confidence at every stage of your life and business.

Because the best financial decisions are made in context, not in isolation.

Your advisory team providing coordinated wealth guidance

Integrated Strategy

Every part of your financial life connected. We unify investments, tax, and estate design so each decision supports the next.

Collaborative Expertise

Specialists aligned around one plan. We coordinate with your accountant, lawyer, and banker for consistent, efficient outcomes.

Ongoing Stewardship

Guidance that evolves with you, from business growth to retirement and legacy, so your plan stays aligned as life changes.

Your Entire Financial Life, Coordinated

We provide a comprehensive approach to wealth management, serving as the central point of contact for your entire financial world.

We Help You Plan with Confidence

A good plan connects the moving parts of your life into a single, coordinated roadmap. We model future scenarios and stress-test assumptions to help you answer your most important questions about retirement, lifestyle, and legacy.

  • Gain clarity on your complete financial picture.
  • Align your capital with your long-term goals.
  • Create a clear framework for making smart decisions.
A financial planning overview showing net worth projection and goal status.

An Investment Strategy Built for Your Life

We build durable, endowment-quality portfolios designed to fund your life, not to chase the market. Our approach is grounded in disciplined, tax-efficient growth through access to both public and private investment opportunities.

  • Focus on what you can control: risk, costs, and taxes.
  • Implement a strategy to avoid emotional, headline-driven decisions.
  • Benefit from our in-house investment and research team.
A portfolio overview showing endowment-style diversification with a donut chart.

A Coordinated Approach to Banking & Credit

Your banking and credit shouldn't operate in a silo. We coordinate your complete financial picture, ensuring your day-to-day finances are seamlessly integrated with your long-term investment and wealth transfer plans.

  • Access a dedicated private banking team.
  • Structure liabilities and credit strategically, not reactively.
  • Simplify your financial life and reduce complexity.
A banking summary showing credit, corporate, and trust services.

Protecting What Matters, The Right Way

Effective protection is about proactive planning, not just buying products. We analyze your real risks and coordinate a sophisticated insurance strategy to safeguard your family, business, and estate from the unexpected.

  • Receive an independent review of existing policies.
  • Integrate your insurance plan with your estate and tax strategy.
  • Ensure you and your family are secure, no matter what happens.
A risk and insurance overview showing protection readiness and coverage details.

Guidance for Life's Most Important Decisions

You only get one shot at handling a major liquidity event like a business sale or inheritance. We provide the strategic clarity and unbiased advice you need to navigate these high-stakes transitions with confidence.

  • Model the financial and tax implications of your decisions.
  • Develop a comprehensive plan for the proceeds before the event.
  • Receive objective guidance during periods of significant change.
A retirement planning view showing progress through different stages.

Building a Legacy of Purposeful Impact

Effective philanthropy is about creating a lasting impact, not just writing checks. We help families design and manage a giving strategy that is both personally meaningful and financially efficient, creating a legacy that reflects your values.

  • Structure your giving for maximum impact and tax efficiency.
  • Align your philanthropic goals with your family's core values.
  • Establish a framework for involving the next generation.
A family foundation dashboard showing assets, grants, and distributions.

Your Personal Family Office

We bring together the investment, planning, and administrative expertise of a full family office; integrated through one advisory team and coordinated with your accountant, lawyer, and other advisors.

INVEST
  • Public Equity and Fixed Income Portfolios
  • Access to Alternative Investments
  • Disciplined Portfolio Construction
  • Lending Solutions via BMO Private Banking
  • Institution Research and Due Diligence
PLAN
  • Dedicated Advisory Team For Your Family
  • Cash Flow and Retirement Modelling
  • Estate and Succession Planning Support
  • Insurance and Risk Management Integration
  • Specialized Transition Planning Expertise
COORDINATE
  • Collaboration with Your Advisors
  • Tax Strategy Aligned Planning
  • Philanthropic and Foundation Guidance
  • Proactive Account Administration
  • Continuity Planning for Next-Generation

Frequently Asked Questions

What makes your approach different?

We coordinate your investment, planning, and tax decisions under one plan — so you don’t have to.

How do you work with my existing professionals?

We see ourselves as part of your advisory bench. Our role is to coordinate and simplify, working directly with your CPA, lawyer, and banking team so that every recommendation fits your overall strategy.

What’s the minimum portfolio size?

Most families we work with have investable assets starting around $1 million, though planning discussions often begin earlier. What matters most is fit, not thresholds.

Ready to Talk Strategy?

We'll help you bring the moving parts together.

Book a Strategy Session