Canadian Investors

No matter what you aspire to in life or in business, money will be an important factor.

Yet, money can be difficult to accumulate, protect and manage. It takes a clear view, a steady hand and good stewardship.

Our clients typically are individual investors, business owners, managers of trusts as well as family offices and their clients. We can support you, or your team, in three ways:

1. Investing

Finding suitable investments and/or external portfolio managers. Depending on their preferences, our clients generally focus on:

• growing periodic income,
• growing portfolio value,
• reducing volatility,
• reducing possible drawdowns

In all this you can draw on our expertise in listed securities, alternative investments, mutual funds, ETFs, and separately managed accounts (SMAs).

2. Risk management

Risks are often underestimated, exaggerated or simply ignored. This may create significant blind spots that can easily impact or derail your plans. In our view, risk is not bad. It is simply a part of life. Question is: which risks are worth taking, and which ones are better avoided.We believe risks require clear decisions. Where needed we will help you find solutions.

3. Planning

With a plan, it becomes easier to set priorities, organize and see how well you are doing. Without a plan, you may not get where you want to go.

If you already work with a financial planner or family office, you likely have a plan in place. In this case we welcome the opportunity to work with you, your planner, accountant, lawyer or your preferred family office.

If you do not have a drafted plan yet, we can refer you to a financial planner or family office. We will be pleased to collaborate and help create context around your vision.

We can help enhance your success.