The Firm

The Firm

We are a private family office and investment counsel firm that provides customized wealth and portfolio management to families of affluence.

Portfolio Management

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.

Consulting Engagements

We advise some of Canada’s wealthiest families, single family offices and foundations on portfolio construction and investment strategy.