We are a private family office and investment counsel firm that provides customized wealth and portfolio management to families of affluence.
Our institutional-quality portfolio management services are uniquely focused on managing risk and eliminating needless costs and taxes.
Wealth Advisory Services
We assist affluent families in attaining their goals through customized wealth management solutions that complement our investment strategies.
We advise some of Canada’s wealthiest families, single family offices and foundations on portfolio construction and investment strategy.