Mission Statement

We provide expert, comprehensive wealth management solutions for high net worth Canadians.

Vision Statement

We will continue to deliver wealth management services that are unique in their scope, effectiveness and value, and be leaders in our field.

Core Values

We have documented over 50 values and beliefs that guide our practice. The following are four of them:

  1. Our clients interests are paramount in all aspects of our business.
  2. The purpose of wealth management is not merely to manage money, but to assist individuals to maximize the satisfaction of their personal needs and aspirations.
  3. Effective wealth management consists of a set of distinct disciplines that are addressed by individual specialists, but are integrated into a comprehensive, client-focused solution.
  4. Effective client service requires consistent and predictable communication following a pre-determined service schedule.

Our Unique Value Proposition

We are able to bring unique value to our clients because of our depth of expertise, our proven wealth management and client service processes, and our commitment to excellence in all aspects of our business.

We welcome the opportunity to be of service to you.