The Family Enterprise Approach


Our four principles that define us: Dedicated. Disciplined. Collaborative. Comprehensive.

We are an advisory practice providing bespoke wealth solutions for the complex needs of high-net-worth individuals and families. Each investment portfolio, financial plan and wealth strategy we design is highly customized, built exclusively for the unique, and often ambitious, goals and evolving objectives of each client we advise.

We take what we call a family enterprise approach. This means that we deliver advice and services for high-net-worth individuals and families under a comprehensive wealth management plan, similar to a family office. Working seamlessly with partners in retirement, will and estate, business and tax strategies, our personalized support extends beyond the capacity of any one professional advisor. This is how we provide our clients with the scale and specialization their financial lives require.

In order to maintain an exceptional level of personal attention to our clients, we limit the number of families we service to a small group. Nevertheless, we are proud to have built one of the leading wealth management practices in Canada.

 

Who we help

Our clients come from all walks of life, each taking their own unique path to success. Our role is to help them preserve their wealth and achieve even more. Whatever your circumstances, Susan couples her investment expertise and attention to detail will ensure you have the support you need.

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Wealth Management for U.S. Citizens Residing in Canada

We deliver personalized wealth management solutions to American individuals and families residing in Canada. Working closely with you, we translate your specific financial needs into a goal-oriented strategy and help you implement it.

We understand the challenges that the American citizen residing in Canada faces and work with other financial professionals in areas like tax, trust and estate planning.  Learn more >