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OUR SERVICES
Investment Services
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Act as Investment Counsel for some or all of a Family’s or a Foundation’s portfolio.
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Construct, actively manage, and monitor bespoke portfolios.
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Provide research, access, and oversight on investment products for sophisticated investors.
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Offer segregated accounts, independent custodians, and consolidated reporting.
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Support due-diligence for outside investment opportunities.
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Focus on after-tax returns (for taxable Canadian investors).
Additional Services
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Ongoing co-ordination with your tax and legal advisors. We do not replace your family office's Chief Financial Officer or independent tax advisors; however, we work closely with them.
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Next-generation investor education.
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Family and Foundation governance support.
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