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
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
VP, Head of Business Operations
Vice President & Managing Director, BC
Vice President & Managing Director, Prairies
Vice President & Managing Director, Central Canada