As one of Canada’s premier investment counselling boutiques, our discretionary wealth management services go beyond traditional wealth management to help our high-net-worth clients grow and preserve their wealth now and for the next generation.
Built on a foundation of investment solutions, wealth
management capabilities and client service excellence.
Learn how we create a unique experience
for you and your family
Helping you grow and preserve your wealth
for today and tomorrow
Learn how we can help manage and build your wealth
Our proven investment approach has been
trusted for over half a century
Learn more about how we work with you
Our commitment to excellence begins by knowing our
clients. We succeed by exceeding their expectations.
Learn more about our firm
Create a strong and sustainable legacy for yourself and your family. Talk to one of our Investment Counsellors or a Senior Executive today.