Our team manages a select number of private client relationships on Southern Vancouver Island. We focus on sophisticated wealth management strategies, innovative investment and risk management solutions, and a policy of always conducting business in a transparent, client friendly manner.
The typical private client that works with our team is someone who is comfortable delegating the day to day management of their investments to a professional, someone who is willing to commit to a long term (often multi-generational) wealth management relationship, and someone who has sufficient capital to allow for a well diversified portfolio strategy. Our usual private client relationship starts at $1MM in investment capital.
All of our private client relationships involve full wealth management planning and advice, a formal Investment Policy and service plan, access to all of our advisors and support staff, and the ongoing liaison with your tax and legal counsel.