Our Firm

A Tradition of Excellence and Innovation

Our commitment to investment counselling spans over half a century and today, we are one of Canada's leading investment counselling firms.

We provide discretionary wealth management services exclusively to high-net-worth individuals and families who typically have investable assets of $3 million or more, corporations, business owners, foundations and not-for-profit organizations.

Located in 18 offices nationwide, our team of over 80 highly-qualified investment professionals enjoys a reputation for integrity, investment insight, personalized client service and a tailored approach to wealth management focused on your unique needs and circumstances.

Contact an Investment Counsellor

About Us

Learn more about our company and how you can become a part of it

Executive Profiles

Learn more about our Senior Executives by clicking on their names below.

Vijay Parmar

President
Toronto, ON

  • Phone416-956-9618
    or 1-877-534-4219
Rob McDonald

Chief Operating Officer
& Managing Director
Toronto, ON

  • Phone416-956-9619
Randy Mitchell

Vice President & Managing Director, Western & Eastern
Canada

  • Phone902-420-8341
David Wong

VP, Head of Business Operations
Toronto, ON

  • Phone416-842-8419
Nathalie Gagnon

Vice President & Managing Director Central Canada
Toronto, ON

  • Phone416-955-2237