Our team is best known for our institutional, "smart money" approach to investment management. We work with executives, business owners and private foundations across Canada and the USA to undertake a highly individualized wealth process for clients, encompassing portfolio management, comprehensive financial planning and advanced estate planning solutions.
With our offering of absolute return portfolio strategies, we build, preserve and protect client capital. Our extensive expertise in alternative investments allows us to deliver continuity and stability to portfolios in all market environments, with reduced volatility and a superior risk-adjusted return profile.
Canada's Top 50 Advisors (2020, 2021) | 5-Star Advisors, Western Canada (2021)
Advisor of the Year, Alternative Investments (2020 National Gold Winner)
Wealth Professional Women of Influence | Female Trailblazer of the Year (2020 National Gold Winner)
We customize sound, sophisticated investment strategies to build, preserve and protect clients’ capital through a risk-centric investment approach.
We have a specialization in alternative asset management to enhance diversification and to provide clients a stable, uncorrelated return steam in any market environment.
WEALTH AND ESTATE PLANNING
Based on in-depth conversations focused on your priorities, our team will work with you to craft a plan that expertly meets your financial objectives, mitigates taxation and leads you confidently towards the future you envision.
With the largest network of institutional cash deposits in Canada, we are able to provide clients comprehensive cash management solutions.
We are pleased to note that our commitment towards innovative product offerings and total client service continues to garner national industry recognition:
Our investment ideas, financial planning strategies and advisory insights have been featured in various publications and media including the following:
Through over a decade of making use of alternative investments within portfolios, our team holds deep relationships with leading alternative managers across the country. These institutional connections, as well as ongoing due diligence and research, allow us to identify and strategically allocate to the best institutional solutions for our clients.
Interested in our exclusive interviews with leading CEOs and institutional managers across the areas of Private Real Estate, Alternative Credit and more? Visit our Video page or our Youtube channel for the inside scoop.
Click through below to watch our most recent webinar, featuring the "Godfather" of asset-based lending in Canada, Wayne R. Ehgoetz: