For individuals
& families

We understand that each investor’s goals are unique. We built our reputation by carefully listening to our clients and delivering highly customized solutions that meet their objectives.

When you join us as a client, the first step in our engagement involves meeting with one of our portfolio managers to discuss your situation so we can understand what you would like to achieve.

From there, we will develop your personal Investment Policy Statement, which confirms your goals and provides a forward-looking framework of clear guidelines and strategies for effectively managing your money.

As an individual investor, we know you are looking for performance you can count on and people you can trust.

Not only do we manage individual investors, but we also specialize in multi-generational relationships. We’ve been fortunate to work with some of Canada’s most successful families and understand family wealth. As your family evolves and changes, we proactively work with you and your team of advisors to grow and preserve your financial legacy.

We provide the same investment technology for institutions or for individuals. Working with us, you’ll enjoy the attentiveness of a boutique firm while benefiting from our global expertise and access to top asset-class specialists.

Our assistance goes beyond investment counselling, presenting you with clear, effective wealth solutions. We can work with your current advisors to ensure a complementary and comprehensive approach to managing your wealth.

We have been helping our clients reach their financial goals for more than 30 years.