LIVE LIFE. ON YOUR TERMS.
Strategic, objective counsel for discerning investors
With a commitment to quality and confidentiality, we focus on advising successful professionals, business owners, foundations and well-established investors from across Canada, to address the complex challenges of managing significant wealth. Beyond our university degrees and professional accreditations, our team brings a significant amount of combined financial markets experience to the table.
Coordinating all aspects of your financial wealth to simplify your complex needs, we help you meet your goals for capital growth, while preserving and protecting your wealth so it can be enjoyed across multiple generations.
The hallmarks of our services include strategies for preserving capital, managing risk, achieving returns in all market conditions, minimizing taxes on invested capital and providing access to innovative and exclusive investment opportunities.
Grounded in our four core values – respect for our clients, integrity, discipline, and independent thinking – we offer a highly personalized approach to wealth management that has served our clients well over many years. We are proud to embody the entrepreneurial spirit of Richardson GMP, Canada’s largest independent investment firm, along with the personal service of a multi-family office approach.
Get the latest market insights and trends from our internal research experts.
19 June 2017
Has the C$ Turned?
12 June 2017
Cracks in the Foundation
2017 Market Outlook
Policy "Trumps" Cycle. This bull market is like a fine wine that keeps getting better with age. In its eight year, most markets experienced double digit returns. As we roll into 2017, the glass appears half full.
Tax & Estate Planning
Get the latest strategies to help protect and enhance your wealth from our Tax & Estate Planning Professionals.
Whether you plan to sell your business or transition it to the next generation there will be decisions to make and planning to be completed. To maximize proceeds and or minimize tax, planning must begin well in advance of the anticipated transition date.