Our high net worth clients are offered customized portfolio management designed to meet your specific objectives. As a private investor you draw on the significant experience of our advisors with solutions that truly reflect your individual needs and circumstances.
Discretionary investment management and administration is provided by a skilled group of investment professionals. Our professional team takes care of all the day-to-day decisions and administration regarding your investments, and keeps you fully informed. Pursuing a traditional, time-proven and fundamental investment approach, the asset mix is regularly monitored and reviewed within the scope of current client objectives and changing financial markets. Combining the flexibility and responsiveness of a dedicated team of portfolio managers with the resources of a large institutional investment management firm, you have a premier financial group at your side.
We manage approximately $14.0 billion (CDN) for individuals, foundations, charitable organizations, small and medium sized businesses.