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 have investable assets of $1 million or more, corporations, business owners, foundations and not-for-profit organizations.
Located in 18 offices nationwide, our team of over 100 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
Learn more about our company and how you can become a part of it
Learn more about our Senior Executives by clicking on their names below.
Vice President, Head of Investments
Vice President & Head of Business Operations
Vice President & Managing Director, Ontario South West
Vice President & Managing Director, GTA
Vice President & Managing Director, Eastern Canada