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INDIVIDUALS

Over 2,700 individuals and families across Canada chose our firm to steward their wealth and help them reach their unique financial goals. 

Our guiding principles are based on the belief that our clients come first. As a client, you can expect to receive a highly personalized, boutique service experience and discretionary portfolio management led by a dedicated investment professional. 

Two images showing man discussing investment plans and people enjoying beautiful lake
 

Meeting and reporting

You decide when and how often you meet with us. While we recommend meeting quarterly alongside receiving your quarterly report, an annual review of your portfolio is important. In addition to meeting in person at your convenience, we are always available on the phone or by email. 

24/7 access to your portfolio

Sign in to our secure website to have round-the-clock access to your portfolios and to view your up-to-date balances, transactions, reports and tax information.

 
Client story

Understanding my entrepreneurial mindset

Paul wanted an investment counsellor that understood his unique requirements and financial goals. We helped him by being as progressive with investments as he’d been with his career. Paul’s portfolio incorporated alternative asset classes that can increase expected returns while maintaining expected volatility.

Read Paul's story