A Different
Experience
Thinking Bigger. Demanding Greatness.
The holistic approach
Thinking bigger
We believe that wealth encompasses far more than the size of your bank account; it’s the values we instil in our children and the freedoms we enjoy, it’s making the most of the time we have and the legacy we leave behind. True wealth – your human, family and financial capital – deserves preservation, care and planning not just for today, but for future generations.
Demanding Greatness
We believe that one of the defining contributors of success is the people that we surround ourselves with. It’s about shared vision, mutual encouragement, and an unwavering commitment to excellence. We seek to be a centre of inspiration, stability, and influence for affluent families and organizations who share our perspective that wealth is about so much more than just money. We encourage our clients to demand greatness of themselves, just as we demand it of ourselves and others on their behalf.
What this means for you
Our holistic process thinks bigger about your wealth and focuses on a range of capital that goes well beyond your tangible assets:
Spiritual Capital (Your Values)
Financial Capital (Financial Resources)
Human Capital (Individual Family/Team Members)
Family Capital (Family Relationships)
Social Capital (Charity & Community)
Structural Capital (Governance & Administration)
Our values
Objectivity, Fairness, and Integrity Guide our Every Action
We are an integrated wealth management firm with many unique aspects to our offering that differentiate us from most others in Canada in the financial services industry. We believe these are crucial, not just to our own success, but more importantly, to that of the clients we work with.
Organizing the Paperwork
We bring organization to clients by helping them with documents, understanding cashflow, detailing net worth, and creating a visual estate structure hierarchy to aid in understanding the complex relationships of their estate composition.
Customized Plan
We create a concise summary of each client’s current financial picture and the steps they need to take to reach their goals. This is updated regularly and serves as a guide to ensure everything remains on track.
Leading Edge Ideas
We’ve reviewed and evaluated the best ideas from industry leading legal, accounting, investment, real estate, insurance and other firms, and bring these ideas to your planning.
Simplifying Life
Life becomes more complicated as we grow our wealth, managing multiple corporations, real properties, insurance policies, investment portfolios, and more. We help to simplify life by streamlining assets, reducing the number of entities, or helping to manage those you keep, along with coordinating the professionals that need to be involved in the day-to-day, to ensure that nothing is overlooked.
Transparency of Fees
Our fees are of three types: (1) flat fees, (2) asset-based fees, and (3) project fees. We report all returns net of fees on a quarterly basis so that you understand the value we add.
Top-Tier Investment Research
We’re adept at researching the investments affluent families should hold. Along with our strategic partner, Sapling Financial Consultants, we maintain an open dialogue and interview industry leading portfolio managers on a monthly basis, synthesize economic reporting and analysis, and compare solutions across the industry to ensure that our clients are invested in top tier solutions.
Accountability for Priorities
We ensure your planning is implemented in a timely and appropriate manner, and we review the status of priorities at every meeting with you.
Education
We believe it is crucial to continue educating ourselves and our clients, and in turn our team members carry many professional designations. By educating our clients and their families, we help them become better owners and/or beneficiaries.