Preserving your capital to bring you peace of mind

 

Welcome.

 

We are a team of experienced and collaborative wealth management professionals dedicated to assisting you and your family to achieve what is uniquely important to you. We scour the world for the best insights and opportunities to help our Canadian and international clients to successfully plan and implement resilient investment plans. In addition, we deliver retirement and estate plans plus a wealth of other integrated services to help grow, preserve and transfer our clients’ wealth while vigilantly minimizing risk and taxes.

 

For our diverse and affluent clientele, we follow a long-term approach, never chasing a quick fix or the latest theme. We advise individuals, families, business owners, executives, professionals, and retirees, as well as their spouses and children, and also manage portfolios for personal holding companies, trusts and charitable foundations.

 

We believe the value of our advice will only increase in the next decade as the financial markets provide increasingly complex challenges and significant opportunities. The current challenges, which include climate change, income disparity and the onset of artificial intelligence for example, will give rise to new challenges.

 

Learn more:

What sets us apart – our core values and more

Our investment philosophy and realistic wealth planning

Get to know us – Our team and partners