As a Chief Investment Office, we offer our clients independent expertise and advice, with access to investment opportunities not typically available to private investors.
We have deep experience working with successful Canadian families, entrepreneurs, and the foundations they support. We have also done extensive due diligence and developed strong relationships with a global network of top-tier investment managers from which to construct portfolios.
Our goal is to provide a superior, long-term, risk-adjusted return for our clients based on their wealth goals.
Building resilient portfolios is foundational to our investment approach
We know with certainty that every investment incurs some level of risk, but our focus is on taking measured levels of risk to realize a sufficient level of return to meet our families’ and foundations’ long-term objectives. Our strategy focuses on protecting from loss while participating in growth opportunity. From the inception of our strategy, we have provided above-market returns with lower volatility.