News & Events

Our Family Office – Finalist in Four Categories for FWR Awards 2026

February 18, 2026 Read more

Our Family Office – Finalist in Four Categories FAMILY WEALTH REPORT AWARDS 2026

February 18, 2026 Read more

Firm Announcement: Appointment of Trevor Hunt as Head of Client Engagement and Portfolio Manager

January 2, 2026 Read more

Firm Announcement: Appointment of Susan McAssey as Senior Relationship Manager

December 19, 2025 Read more

Promotion of Charlie Scharfe to the Position of Co-Chief Investment Officer (Co-CIO)

December 17, 2025 Read more

Canadian Federal Budget 2025 Summary – Webinar

November 5, 2025 Read more

The 2025 Federal Budget: Meeting the Moment but Straining the Future

November 4, 2025 Read more

Our Family Office Wins Prestigious 2025 Global STEP Private Client Award

September 19, 2025 Read more

The Golden Years – 100 Huntley Street Interview with Tim Cestnick

June 27, 2025 Read more

STEP Private Client Awards 2025 – Finalists Announced

June 25, 2025 Read more