We treat our clients as if our roles were reversed

Entrepreneurs, wealthy individuals and families

We work with people whom we like and trust and who share our business principles. Most of our clients are successful entrepreneurs who have built up significant financial assets outside of their operating companies or who have sold their businesses, and individuals and families who have inherited substantial wealth. They’re loyal, discerning and looking to maintain a long-term business relationship.

Contact us

If you are seeking outstanding portfolio management and comprehensive wealth management, we would be pleased to discuss how we can put our experience and investment philosophy to work for you.

To meet with us, please call Nathalie Roussin, Senior Wealth Advisor or Sholom Tabak, Senior Wealth Advisor at

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