
An award-winning, institutional approach to private wealth management
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)