Skip to Main Content

Private & Professional Wealth Management 

We have extensive experience and market intelligence in the high net worth and mass affluent markets. In discussing your investment portfolio, our finger is on the pulse to explain the vast amount of investment options available. We will help you to evolve your portfolio and build your wealth on your terms. Our wealth management solutions are flexible, you can hold many types of investments and avoid industries or securities you don’t want. It is individualized and we use tax-efficient strategies to reduce the taxes payable on investment earnings. Finally, to ensure your personalized portfolio is aligned with your objectives, we monitor and adjust it as necessary to make sure it is optimized to meet your needs.

Investment Counselling Program

The Investment Counselling Program (ICP) provides discretionary money management from world-class portfolio managers with diverse styles and investment mandates. With today's more complex and globally interconnected markets, your core portfolio holdings require a high level of diversification across multiple portfolio elements, which the ICP delivers.

For decades, institutional investors have tested, refined and proven the value of an approach that engages the specialized talents of multiple portfolio managers. Through the ICP, your portfolio core is managed with the same expectations for expertise, discipline and performance that institutional investors demands. Over time, these portfolios have consistently generated value for investors as a result of their well-articulated process, expertly executed strategies and commitment to continual monitoring.

Key Benefits

Discretionary money management

The ICP is ideal for clients who are busy and focused on activities other than market research and day-to-day investment decision-making. The portfolio managers who partner with you in this program handle all tactical decisions related to your investments, freeing you to build your career or business, steward your family and achieve your other life goals.

Tax Advantages

Investing through this program may provide you with considerable tax advantages: You have direct ownership of the securities in your portfolio, so you are not subject to the hidden or embedded capital gains often incurred through mutual fund ownership. Direct ownership also reduces tax inefficiencies created by the high portfolio turnover associated with some mutual funds. You have the ability to minimize tax on capital gains by taking profits or losses at appropriate times for tax planning purposes. If you hold the ICP in a non-registered account, you may be able to claim the all-inclusive program management fee as a tax-deductible expense. Ask your tax advisor about the specific tax advantages that apply to you.

Customized Financial Plans

1 to 1 Personal Service
Strategies and advice tailored to your unique financial goals. Our experts meet with you, get to know your needs and work to make them happen.

20+ Years of Experience

Diverse Wealth Plans
With over 20 years of experience in the investment industry, you can trust us with your financial future. Whether you're a young family or a successful business owner, we have a wealth plan for you.