Private Wealth Management

There are two levels of Wealth Management in this category depending on the financial assets you invest.

Private Wealth Management: $1 Million and up

Private Wealth Management can include a combination of highly personalized investment management and private banking services, including separately managed accounts and pooled funds, with access to an integrated team of financial planning, tax, and estate experts, accountants and lawyers.  

In addition to publicly traded stocks and bonds, asset classes may include real estate, mortgages, private debt, high yield bonds, preferred shares and private equity and infrastructure. This option is available to investors with $1 million or more in financial assets to invest, who want sophisticated advice, professional management and a comprehensive view of their financial affairs.

Private Investment Management

With financial assets of between $200,000 and $1,000,000, you can have access to the same kind of investment management as above, offered through three portfolios - growth, income, and balanced.  

Contact us and tell us about yourself to begin a discussion about your investment needs, and the appropriateness of private investment management for you, your family or your business. 

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