We are dedicated to undertaking a highly individualized wealth process for clients, encompassing investment management, comprehensive financial planning and estate planning solutions. We aim to build, preserve and protect clients’ capital through a risk-centric investment approach, with strategies designed to deliver continuity and stability through dynamic market environments. With a team of five and offices in Vancouver and Toronto, our clients receive independent advice and best-in-class, personalized service while reaping the benefits of Canaccord Genuity's global, full-service platform. Our team is entrusted with $250MM in assets under management, and is pleased to serve high net worth families, private investors, charitable organizations and corporate entities across Canada.
With today’s increasingly complex and globally interconnected markets, many investors put their trust in our professional portfolio management expertise to build and protect wealth.
We customize sound, sophisticated investment strategies to build, preserve and protect clients’ capital through a riskcentric investment approach.
Based on in-depth conversations focused on your priorities, our team will work with you to craft a plan that expertly meets your financial objectives, mitigates taxation and leads you confidently towards the future you envision.
A financial plan will ensure you have the right information and to make the best choices for you.
We make it easy for corporations, foundations and high net worth families to have access to a variety of cash management solutions, all from one account. Working with our partners, we source out the best rates for your cash deposits, with lower costs and ease of administration.