Sophisticated wealth management

Wealthy Families You have worked hard to build your wealth. Now it’s time to preserve it.

We understand the complexity of high-net-worth families and are here to help you preserve and grow your wealth.

Substantial and complex wealth portfolios like yours require a sophisticated and disciplined approach, like ours.

With the constant support of our experienced advisors, we take a holistic approach to family financial affairs. One that aligns with your values and your mission.

We provide wealthy individuals, families and foundations a comprehensive range of custom services to help secure your financial future:

  • coordinating and helping simplify challenging issues
  • providing oversight and reporting requirements
  • ensuring investment due diligence and risk assessment
  • offering custom services
  • We act as your dedicated financial concierge

    We maintain the utmost confidentiality and privacy while:

    • striving to always provide a superior level of personal service
    • coordinating financial affairs across multiple platforms and professionals
    • designing carefully calibrated investment strategies
    • connecting you with opportunities and specialists
  • Family unity is of the utmost importance

    Aside from assisting in managing and preserving wealth, we also strive to promote family unity. We pursue this through financial-education offerings, family governance structures and a transparent communication style.

  • Our family advisory services
    • Family governance
    • Legacy planning
    • Wealth transfer
    • Executor services through Raymond James Trust Canada
    • Philanthropic planning through the Raymond James Canada Foundation
    • Wealth & investment management
    • Insurance & annuities
    • Risk management