Do you have generational wealth? 

We generate tax friendly income to match your spending
Your capital gets passed on to the next generation

Private Investment Management is different: 

  • We transition high-net-worth clients away from costly products
  • We skip the middleman resulting in lower fees for investors, which leads to better returns 
  • We apply a disciplined approach to design your portfolio with stocks and bonds 
  • We involve a compliance team to manage portfolio risk 
  • We are the largest private investment counsel business in Canada 
  • We have a proven track record 

The highest credentials at your service 

Only a select group of highly qualified advisors offer discretionary portfolio management services. 

Find out how your investments can benefit from this elite level of portfolio management. Contact us today to arrange a meeting.