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.

  • Gain clarity on your complete financial picture.
  • Align your capital with your long-term goals.
  • Create a clear framework for decisions.
Financial planning overview dashboard

An Investment Strategy Built for Your Life

We build durable, endowment-quality portfolios designed to fund your life.

  • Focus on risk, costs, and taxes.
  • Avoid headline-driven decisions.
  • Benefit from in-house research.
Portfolio diversification view

A Coordinated Approach to Banking & Credit

Your banking and credit shouldn’t operate in a silo.

  • Dedicated private banking team.
  • Strategic liabilities and credit.
  • Reduced complexity.
Banking and credit summary

Protecting What Matters, The Right Way

We analyze your real risks and coordinate a sophisticated insurance strategy.

  • Independent policy reviews.
  • Integrated with estate and tax.
  • Security for your family.
Risk and insurance dashboard

Guidance for Life’s Most Important Decisions

We provide strategic clarity around business sales, inheritances, and other high-stakes moments.

  • Model financial and tax implications.
  • Plan for proceeds in advance.
  • Objective guidance during change.
Retirement and transition view

Building a Legacy of Purposeful Impact

We help families design a giving strategy that is both meaningful and efficient.

  • Tax-efficient giving.
  • Aligned with family values.
  • Next-generation involvement.
Family foundation dashboard

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