Think Bigger.
Demand Greatness.
What we do
We’re here to help families
& organizations
We provide fully integrated wealth management services of unparalleled quality to high net worth families, trusts and foundations, and public and private organizations in Canada. We also provide specialized services to meet the unique needs of indigenous communities across Canada through.
Our Approach
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.
Quality over Quantity
We genuinely care about each individual member of the family and invest heavily into their success. In turn, we do not take on a large number of new clients each year, as we aim to ensure that each new addition is a great fit for a lifelong working relationship.
Available client openings 2024
Client Assets under Advisement
Average Age Of Advisor Team Members
Combined Years of Advisor Team Experience