Directeur des Investissements
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
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