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 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.

I cannot guarantee market returns, but I can guarantee that each and every client will receive the gold standard in service and our top priority is to provide excellence in client service and client experience – expect it

Michael Dehal