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Private Client
Overview

Building Your Wealth, Protecting Your Capital

Our Private Client Group (PCG) manages the wealth of a diverse group of clients, including high net worth families, First Nations, charitable foundations and endowments.

With relationships starting from just under $1 million in size we have significant experience in assisting a wide range of clients with their investment and broader wealth management needs.

Each private client portfolio is constructed based on the unique objectives of each client following a comprehensive discovery process that assesses your financial goals, time horizon and risk profile.

We take an institutional quality investment approach to build, customize and manage goal-oriented investment strategies using individual security positions, proprietary pooled funds or a combination of both.

How We Add Value

  • As fiduciaries, we put your interests first.
  • You benefit from the strong proprietary research capabilities of our institutional fixed income and equity research teams.
  • We use a comprehensive discovery process and custom Investment Policy Statement to help you manage your multiple priorities.
  • You have a direct, ongoing relationship with your investment manager.

We establish sincere professional relationships with our clients, and maintain a regular dialogue to help them adhere to their long-term plan.