Many disciplines, one team – working together to optimize your wealth.

We work collaboratively to bring you services in investment management, private banking, commercial banking, cash management and treasury, plus complete wealth planning such as business succession and trust and estate considerations. Our aim is to help you solve all your financial needs under one roof and through one central relationship. 


You’ve successfully built significant wealth and your needs are multi-dimensional. So are our capabilities. 


We’re committed to helping you manage the nuances and complexities of your unpredictable and rapidly evolving financial world, considering both your professional and personal goals. We’ll listen to you and then recommend customized solutions and advice – backed by our deep wealth management expertise – that can help you manage your assets and stay on track to reach your goals. 


Our approach is coordinated, consultative and multi-disciplinary – supported by dedicated and experienced professionals across Canada, the U.S. and Europe. Your dedicated advisory team or Private Banker will manage and coordinate the entire process.


I can introduce you to specialized wealth professionals who will provide:


  • Private banking
  • Investment management
  • Full-spectrum wealth planning
    • Tax, estate and insurance planning
    • Comprehensive and complex wealth planning
    • Trust and estate administration services
    • Business advisory services
    • Philanthropic strategies
    • Cross-border financial services and tax planning
    • Commercial banking