OUR SERVICES

Investment Services 

  • Act as Investment Counsel for some or all of a Family’s or a Foundation’s portfolio.

  • Construct, actively manage, and monitor bespoke portfolios.

  • Provide research, access, and oversight on investment products for sophisticated investors. 

  • Offer segregated accounts, independent custodians, and consolidated reporting.

  • Support due-diligence for outside investment opportunities. 

  • Focus on after-tax returns (for taxable Canadian investors).

Additional Services

  • 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. 

  • Next-generation investor education.

  • Family and Foundation governance support.