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, Indigenous communities, 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.