Chief Investment Office

Our Investment Philosophy

We have deep experience working with successful Canadian families, entrepreneurs, and foundations. We understand your unique needs and aspirations and are dedicated to building lasting relationships based on trust and transparency.

As an independent Chief Investment Office, we offer our clients independent expertise and advice, with access to investment opportunities not typically available to private investors.

Our Differentiated Approach

Independent Thinking

Independent Investment Team and Investment Committee
Goal-Based Investing
Benefits of Diversification
Global and Multi-Asset Portfolios
Comprehensive risk management
A process designed to align our interests with that of our clients

Institutional Approach

Access to a wide range of investment opportunities, including alternative investment solutions
Access to world-class international managers, not always represented in Canada
Extensive network and partnerships with top-tier investment managers

Vibrant Ecosystem

Leverage the combined knowledge and expertise of our ecosystem to provide a comprehensive range of opportunities and deliver exceptional results
Foster a culture of knowledge-sharing and continuous learning within our ecosystem, ensuring our strategies and solutions remain at the forefront of the industry

How we manage your wealth

Goal-Based Investing

Balancing Assets and Liabilities

We view the purchasing power of a client as their wealth. We aim to preserve this. We take time to understand a client’s needs before offering potential solutions.

Portfolio construction

We divide our investment solutions into 3 goals-based buckets:

Income – built to generate income for clients
Growth – designed to benefit from economic growth
Real Assets – implemented to protect during high inflationary regimes

A clsoeup of a red rock in the middle of other grey rocks.

Investment Opportunities

We have sourced unique investment opportunities from niche investment managers around the world, across both traditional and alternative markets.

Connect to your client portal

Client Portal

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