You and Your Family

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Investment Team

  • Investment Counsellors, Portfolio Associates (PAs)
    • Your Investment Counsellor (IC) is our central point of contact
    • Your IC coordinates with Client Strategy teams, Investment team and external advisors
  • Cheif Investment Strategist with 25+ financial industry (FI) experience
  • Supporting teams focused on product platforms, due dilligence, operations, trading, compliance and reporting functions - totalling over 40 professionals with average 6+ years FI experience

 

Client Strategy Team

  • Platinum Banking
  • Estate and Trust
  • Wealth and Tax Planning
  • Philanthropic Services
  • Capital Markets
  • Commercial Banking
  • Family Office
  • Succession Planning
  • Insurance
  • Family Dynamics and Governance
two people talking at a desk

 

two people talking at a desk

External Partners

  • Chartered Professional Accountants
  • Lawyers
  • Family Members
  • Charitable Organizations
  • Business Partners

 

External Advisors

  • Family Office CIO, other Leaders
  • Existing CPA/Tax Advisors
  • Existing Trust and Estate Attorney
  • Insurance Specialists
  • Brokers, Money Managers and other Investment Professionals