We are the investment manager of choice for institutional cash management and private client wealth management. Our capabilities allow us to work with Institutional Investors and Private Clients to provide them with unbiased financial solutions.
Institutional Cash Management
In today’s competitive yield environment, we understand the challenges faced by Treasurers and CFOs in maximizing profitability while maintaining liquidity. We are the investment manager of choice for some of the largest and most widely known companies, government agencies and charitable organizations. Our disciplined cash management process and product offerings allow our institutional clients to achieve their investment goals with efficiency. We have relationships with over 40 financial institutions and have the largest network of deposit issuers in the country. You can think of us as a Mortgage Broker for cash deposits, where we would shop to get you the best available rates on Canadian dollar and US dollar cash investment products including GICs, High Interest Savings and Money Markets.
Private Client Wealth Management
We help individuals, business owners and their families to make wise decisions regarding the management and preservation of their current and future wealth. We work with our clients to introduce comprehensive wealth management strategies and provide customized solutions in the areas of financial/retirement planning, estate planning, insurance solutions, investment management, and tax strategies.
Cross Border Services
By being registered in both countries and well connected to other cross-border centers of influence, we can offer you more than just a Canadian wealth management solution. We can offer you a holistic wealth management solution and coordinate your entire portfolio of assets to keep you on track to achieving your financial goals.
Dynamic thinking makes a difference
We haven’t helped our clients succeed in the management of their financial affairs by espousing general advice. In fact, we consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.
Visionary strategists aligned with you
With something as important as wealth management, we believe having trusted counsel and tailored guidance is vital to success. We personally deliver knowledge in collaboration with your other selected counterparts that can elevate the management of your financial life.
Success belongs to a class of its own
There’s a difference between extraordinary and extra ordinary. We know you belong in the former category and understand how to serve the needs of those with distinction. Our experienced team plans to continue to propel you forward with sophistication and a well-crafted plan.
Impeccable attention to every detail
Attentive is an understatement. With our concierge-level client experience, we pay the utmost attention to you and your needs. We believe it’s this nuanced and proactive approach of handling every aspect of your financial life that sets us apart. Not to mention our steadfast commitment to excellence and dedication to quality.