How We're Different

Wealth Beyond Measure

We believe that wealth is defined by much more than money; it’s the values we instil in our children 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. We seek to be a centre of stability and influence for affluent families who share our perspective that wealth is about so much more than just money.

Our holistic process focuses on your wealth, much of which is beyond measure:

Spiritual Capital (Your Values)
Financial Capital (Financial Resources)
Human Capital (Individual Family Members)
Family Capital (Family Relationships)
Social Capital (Charity & Community)
Structural Capital (Governance & Administration)

Objectivity, Fairness, and Integrity Guides Our Every Action

We are a family office firm with many unique aspects to our offering that differentiate us from all 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 client families we work with.

Organizing the Paperwork

We bring organization to clients by helping them with documents, bookkeeping, cost base tracking, collectables inventory, and a highly secure online vault to provide access to information at any time.

New Governance Model

As the family office for a limited number of families, we are partially owned by some of the families we serve. They are represented on our Board of Directors.

Leading Edge Ideas

We’ve seen the best ideas from the best legal, accounting, investment, insurance and other firms, and bring these ideas to your planning.

Simplifying Life

Life tends to become complex over time with multiple corporations, real properties, insurance policies and more. We help to simplify life by reducing the number of entities or managing those you keep.

Transparency of Fees

We report our returns net of fees.

True Objectivity

The only fees we receive are paid by you – our client. We don’t collect commissions, trailer fees, or hidden fees and we don’t sell or manufacture products of any kind.

Top-Tier Investment Research

We’re adept at researching the investments affluent families should hold.

Optimal Portfolio Construction

We think of your money in three categories: Financial independence capital, legacy capital, and social capital. Each has a different purpose, time horizon and liquidity need, and should be invested differently.

Minimizing Tax and Tax Risk

We speak the language of your tax advisors, can present concepts and work with them to minimize your taxes. We understand the areas of tax risk you face and take steps to mitigate these risks.

Accountability for Priorities

We ensure your planning is implemented in a timely and appropriate manner, and we review the status of priorities every quarter when we meet with you.

Family Continuity Competency

We have deep expertise in the areas of communication, governance, leadership mentoring, fostering entrepreneurship, philanthropy, education and more. Addressing these is part of our culture.

Education for the Family

We have developed curriculums on a variety of topics to assist in the education of family members to help them become better owners and/or beneficiaries.

Our Family Office is committed to maintaining an unwavering focus on our client families, their long-term wealth preservation objectives, and their piece of mind.

Insights

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News & Events

Keep up to date on Our Family Office's latest firm news, events, global and regional awards, as well as the latest announcements.

Tim Cestnick’s Globe & Mail Articles

Tim Cestnick's Globe & Mail Articles

Catch up on our Co-Founder and CEO, Tim Cestnick's weekly column. His status as an expert is reinforced by his role as a tax and personal finance columnist for The Globe and Mail, Canada’s most prominent national newspaper.

Investment Thinking

Investment Management

We provide tax-efficient preservation and growth of your investment assets, utilizing best-in-class global strategies, strategic asset allocation, rigorous due diligence on managers and their selection.

Podcasts

Our Family Office proudly presents the Our Family Office Podcast. Throughout the inaugural season, host Adam Fisch speaks to various experts from across our firm, offering insights into the areas of focus for an integrated family office, and the ways that a Shared Family Office™ can help Canada’s wealthiest families.