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. 

​

​