Truly Differentiated Advice.
We work closely with selected business owners, executives, professionals, affluent families, as well as a number of Canada's leading institutional portfolio managers' personal assets, all of whom require truly differentiated and best-in-class institutional investment and wealth management expertise that is unique in the industry. Combined with unparalleled client focus, we offer comprehensive Financial Planning, Tax Efficiency, Insurance and Risk Management, Estate Planning, Retirement and Charitable Strategies. Our clients are often dealing with unique and complex issues, and want a personal relationship with a skilled advisor who can deliver tailored, thoughtful solutions. We're not here to just manage your money - we are here to make your life easier with a true family office model and approach.
With an unwavering "do whatever it takes" service model, we pride ourselves on being available to our clients on very short notice and outside of 'normal' business hours. We’re different because we offer the personal attention, focus and process that you expect with direct access to the most qualified professionals who have a fiduciary duty to ensure you receive non-biased, independent advice.
As you assess your financial future, the decisions around who to align with for your financial guidance and wellbeing are among the most difficult you will face. In everything we do, we believe in thinking differently, working tirelessly and bringing best practices to you, leveraging the top platform in the industry. We apply the insight earned over our twenty years of experience advising individuals, organizations and professional money managers through multiple economic cycles. We leverage our exclusive access and personal relationships with many of the country's top institutional portfolio managers. From this foundation and network, we work with you to build and implement your comprehensive wealth management strategy.
Given our disciplined process and institutional approach to portfolio management construction, we help foster client success through all market conditions. We work with you to build the most comprehensive, effective and sensible wealth solution that will allow you to focus on you and your family. Our clients are our family.
We are selectively accepting new clients at the current time - please reach out to book a brief discovery meeting with Paul, and collectively we can assess if we can help.
