About Us
We’re high net worth advisors, investment counsellors and portfolio managers who are passionate about making the professionalism of institutional style investment management accessible to individuals and families.
We cater to clients with funds ranging from $1 million to hundreds of millions. While they are a mix of individuals, families, and institutions; they all share a desire to secure their wealth and their legacy for generations.
Turning Money into Wealth
As wealth managers, we use a holistic approach that considers all aspects of your financial life.
We’ve been doing this for over 30 years and still love doing what we do!
Why Choose Us?
Expertise: Our team comprises seasoned professionals with extensive experience in wealth management.
Personalized Approach: We tailor our services to align with your financial and lifestyle goals.
Integrity and Transparency: Trust is the foundation of our relationships. We’re independent wealth management professionals, and we offer comprehensive financial guidance that puts your wellbeing at the heart of everything we do.
Family Office: We work with high-net-worth individuals and families – with at least $1 million in investable assets. Our goal is to help our clients effectively grow their wealth and transfer it across generations.