Truly differentiated advice


We're not here to just manage your money – we are here to make your life easier with a true family office approach. We work tirelessly for you, leveraging the top platform in the industry, and applying insights gained over 20 years of institutional experience on Bay Street. Given our disciplined process to portfolio management, 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. 

Paul Chapman's team

Our team

We pride ourselves on attentive client service, backed by industry experience and credentials.

Learn more

Couple reviewing document with Investment Advisor

Partner memos

Paul Chapman shares his expert insights from these timely monthly market updates.

Learn more

Mug of coffee on desk next to keyboard

You don't know what you don't know

Get a former insider's view of the institutional finance world.

Learn more

RBC logo on branch building RBC logo on branch building

Ready to get started?


The first step is a conversation

Contact us today