Our team is perhaps 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 investment management, comprehensive financial planning and estate planning solutions.
With our offering of alternative investment strategies and an "endowment model for all", we build, preserve and protect clients’ capital. Our strategies are designed to deliver continuity and stability through all market environments, with reduced volatility and a superior risk-adjusted return profile.
Canada's Top 50 Advisors 2020 | 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: