Think, plan, and act generationally.

Our philosophy

What does it mean to think, plan, and act generationally?

It means taking the long view in:

  • the financial goals you set;

  • your plan to achieve those goals; and

  • the investments you make along the way.

We therefore aim to support our clients as they build and manage both their personal wealth and their family wealth – whether securing their own income in retirement or investing in the education of their grandchildren.

Our approach

Our core business is simple: we build long-term relationships with our clients so that we can recommend investments which are suitable for them and their unique life circumstances.

We offer investment products managed by some of Canada’s largest fund companies. We also maintain a network of trusted lawyers, accountants, and other professionals to help our clients address more complex matters as they arise.