Chief Investment Office

Our Investment Philosophy

We have deep experience working with successful entrepreneurial families, family offices 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

Goal-based investing with wealth preservation at the forefront
Diversified, global and multi-asset portfolios
Solutions designed to align with those of our clients

Institutional Approach

Wide range of investment opportunities, including alternative investment solutions
World-class international managers, not always represented in Canada
Extensive network and partnerships with top-tier investment managers

Vibrant Ecosystem

Our ecosystem offers extensive knowledge and expertise spanning a wide range of opportunities
We 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 take time to understand a client’s needs before offering potential solutions. We view the purchasing power of a client as their wealth. We aim to preserve this.

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 – building inflation protection to preserve purchasing power

Investment Opportunities

We have sourced attractive investment opportunities from high-quality investment managers around the world, across both traditional and alternative markets

Connect to your client portal

Client Portal

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