Our enduring principles

  1. We believe in discipline and process in everything that we do.
  2. We are investors, not speculators, and rely on patience and the power of time to preserve and grow wealth prudently.
  3. We understand that managing risk is equally as important as return generation.
  4. A high standard of care is taken with portfolios through continuous supervision.
  5. Teams are the key to success in a fast-paced, ever-changing world.

You and Your Family

two people talking at a desk

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