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Supporting advisors

photo of Scott Shaw

Scott Shaw

Vice President


“We value the relationships we have with our advisor partners, adding value to their practices and working closely with them to provide the highest levels of client service.”

We are committed to providing exclusive, tax-optimized discretionary investment management and delivering exceptional service to advisors and their clients. We partner with over 300 advisors, helping them:

  • Defend high net worth clients from competitors
  • Consolidate clients’ outside assets
  • Grow high net worth business

We provide you and your clients with access to specialized investment management strategies spanning traditional and alternative asset classes, incorporating strategic and tactical asset allocation strategies.

Advisors have online access to client reports, investment information and support materials via our secure website.

If you have a private client opportunity or would like to learn more about partnering with us, we welcome the opportunity to discuss it with you. We can also assist you with corporations, foundation/endowment clients, and First Nations communities.

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