We oversee and manage financial and personal affairs with a view to sustaining family wealth and well-being for generations.
As a specialized advisory firm providing integrated planning tied to your family values we can help you realize your goals and manage risk and investments in support of those goals. To provide tailored strategic counsel, we take a holistic view. We consider all aspects of your finances - from family continuity goals to investments, tax, estate and trust to philanthropy.
The expertise of our in-house team, unique approach and specialized services has earned us the reputation of one of Canada's leading Multi-Family Office firms.