PRIVATE WEALTH MANAGEMENT · CANADA
A different kind of wealth management.
For Canadian investors who have outgrown the retail model. We offer a deliberately limited client roster of 50–100 households, where discretionary portfolio management and CFA/CIM-credentialed advisors have the time to manage your wealth properly.
Strategic Wealth Assessment
The Strategic Wealth Assessment
Fee Analysis
We begin by auditing your current expense structure. Mass-market banks often charge a 1.25% annual fee for discretionary management, a rate that erodes long-term wealth. Our analysis identifies structural inefficiencies and ensures your assets are managed at a premium rate that reflects your scale.
Portfolio Structure
A review of your existing allocation against our proprietary risk model. We assess the balance between growth and preservation, ensuring your portfolio is resilient to market cycles while maintaining a sophisticated, understated aesthetic.
Service Model Fit
Our model is built on discretion and expertise. We operate with a deliberately limited client roster of 50–100 households, allowing us to provide the personalized attention and strategic insight that retail banking simply cannot and will not offer.
Strategic Wealth Assessment
The Strategic Wealth Brief
For Canadian investors with $500,000+ in investable assets. We provide a deliberately limited client roster of 50–100 households, where discretionary portfolio management is the standard.