Our Family Office is a fully-integrated, customized service offering never before available to ultra high net worth Canadians. Previously, these families were forced to co-ordinate the management of their wealth and finances, resulting in higher costs and no clear picture of their overall financial situation. Our Family Office offers services enhanced by expert global partners and underpinned by a foundation of core principles that will define each client family’s experience.

• Objective, independent, unconflicted advisory services
• A non-transactional relationship based on knowledge, trust, guidance, and solutions – not products
• Integrated, customized service depth and breadth, including investment management rigour, advanced planning and data assimilation
• Economies of scale that result in lower incremental costs and greater sharing of best market and investment intelligence (i.e. technology, private equity, real estate)
• Impact investment solutions
• Global investment strategies, in a tax efficient structure
• Strategic philanthropic advisory