family.
lifestyle.
legacy.

Have confidence that someone is managing and coordinating all the moving parts of your family’s wealth.

UNCONSTRAINED, OBJECTIVE, AND UNBIASED

We chose to be independent, which gives us the ability to sit on the same side of the table as our families, and be an advocate for them.

Every family is unique. Being unconstrained allows us to be objective and unbiased, leading to better outcomes specific to each one of our
families.

Privacy is paramount to us and our families, and our independence exists to ensure their lives remain as private as they choose.

“…We have the utmost trust and confidence in the team, and truly
appreciate being able to rely on them for their guidance.”

Brian & Brenda MacNeill, Retired Executive Family
Member of the Order of Canada