Your trusted partner since 1999. We’re leaders in defining bespoke wealth experiences.

To be an outperformer, you have to think differently from the crowd. We build portfolios that are different from the benchmark, take advantage of short-term emotion and volatility, and uncover market inefficiencies with the aim of delivering competitive returns over time. With a focus on fundamental analysis, we discern evidence from noise to build actively-managed portfolios that span the global markets.

Financial well-being isn’t just about your investments. It also means being prepared for all of life’s chapters, whether we’re celebrating new milestones or navigating life’s challenges. Having a complete “360°” financial strategy, including your investments, means planning for taxes, retirement, your estate, and protecting what matters with the right insurance and risk strategies. A comprehensive financial plan looks at your family’s full financial picture and develops tailored strategies that evolve with you, making you an active participant in your own financial success every step of the way.

Incorporating philanthropy into your financial plan means aligning your wealth with your values – make charitable-giving an intentional, planned, tax-efficient, legacy-building component of your overall strategy. Whether you are looking to support causes close to your heart, or seeking strategic financial advice on charitable giving, our team is here to guide you at every single step with a dedicated in-house Master Financial Advisor in Philanthropy (MFA-P).

Whether lowering correlations to the ebbs and flows of the public markets or enhancing yield – some investment goals call for out-of-the-box thinking. With connections to top alternative asset class managers across North America, we work with you to complement a traditional portfolio with investments in infrastructure, real estate, private credit and long-short equity.