Our Private Portfolio Management service is available to individuals, holding companies, trusts, estates and charities with investable assets greater than $750,000. This service involves a highly flexible, customized approach to managing investment portfolios comprised of publicly-traded securities including high-quality bonds, preferred shares, and equity positions. All client accounts are segregated with safe-keeping provided by third party custodians.

Flexibility through our Private Portfolio Management service allows us to tailor a portfolio specific to you. Whether this be restrictions on certain share holdings or specific environmental, social and governance (ESG) considerations, we look forward to working with you to meet your needs.

We provide discretionary portfolio management through a holistic process. This is an ongoing process that requires regular review to capture any personal changes throughout your wealth journey.