INDIVIDUAL OR FAMILY EXPERIENCE
We partner with individuals and families on tailored solutions focused on protecting wealth and building security, independence and a legacy for future generations. Clients come to us for sophisticated counsel to help ensure their investment success.
Our Process
INSTITUTIONS & FAMILY OFFICES
Family offices and institutions, including endowments and foundations, choose to partner with us when they are looking for a trusted and experienced partner providing streamlined solutions. We take a coordinated approach, working across a broad range of wealth management needs and providing access to consultative services, and we have the expertise, resources and backing to help clients achieve their unique goals.
Our Process
Get started today with a professional who can help you build a wealth plan tailored to your needs. Click the CONTACT US button below.
STEP 1 :: DISCOVER
  • Learn your current lifestyle needs.
  • Examine your wealth transfer and giving aspirations.
STEP 2 :: PLAN & OPTIMIZE
  • Develop a wealth strategy plan of action.
  • Have our Investment Counsellors begin work with you and your team.
  • Set asset allocation and optimize your strategy.
STEP 3 :: DISCIPLINED IMPLEMENTATION
  • Implement your strategy on a cost- and tax-efficient basis.
STEP 4 :: EVALUATE & REFINE
  • Begin ongoing monitoring of relevant market dynamics, financial circumstances and life changes.
  • Continued meetings with our Investment Counsellors to review portfolio progress and adjustments.
STEP 1 :: THOUGHTFUL DISCOVERY
  • Learn your organization’s needs and goals.
  • Understand short- and long-term portfolio objectives and constraints.
STEP 2 :: INTELLIGENT PLANNING
  • Develop a plan of action to move your wealth strategy forward.
  • Have our Investment Counsellors begin work with you and your team.
  • Optimize your strategy.
STEP 3 :: DISCIPLINED EXECUTION
  • Implement your strategy on a cost- and tax-efficient basis.
STEP 4 :: ACTIVE OVERSIGHT AND ONGOING ASSISTANCE
  • Regularly meet with your board or investment committee.
  • Provide continuing guidance.
  • Regular portfolio reviews and goal reassessments.
  • Ongoing opportunity and risk evaluations.