For Individuals & Families
We provide individuals and families with the professional care they need to build and protect their nest eggs.
We construct and manage tailored portfolios with individual securities after taking into consideration our clients’ specific investor profiles – their return objectives, risk tolerance, time horizon, liquidity needs, tax and other unique personal constraints.
Portfolios can be held in registered (TFSAs, RRSPs, RRIFs, etc.), or non-registered accounts.
Our services are well suited for the specialized needs of estates, trusts, and committeeships.
We provide a direct and accessible manager-to-client approach for trustees, beneficiaries and stakeholders of endowments, charities, non-profits, and small corporations.
Our boutique firm size affords us the flexibility and capability to create optimal investment portfolios for our institutional clients. We work closely with trustees to ensure beneficiaries and stakeholders are always the central focus of the portfolio and its requirements.