Investment Management

Achieving your financial goals begins with understanding them.

Everything you’ve seen and experienced in your life has come together to make your situation absolutely unique. Your needs and those of your family, your business and your future are unlike anyone else’s and that’s the ideal way to approach your investments.

Your investment advisor will engage you in a highly consultative process to determine your wishes and plans for what’s next in your life and to uncover your definition of success. Are you looking to increase your wealth? Safeguard it? Share it with others? Do you want to create a legacy that will last? In terms of your risk appetite, are you conservative? More growth-oriented?

Working with you, our team of investment professionals will develop, execute and monitor an investment portfolio created exclusively for you, designed with a view to effectively managing risk and helping you achieve your unique financial goals.

Depending on where you are in your life and what you’re trying to achieve with your wealth, we can discuss the merits of a wide variety of investment accounts and plans. These include Pledged accounts for loans with Private Banking, Personal and Corporate accounts, multi-currency accounts, margin accounts as well as online account access.

With offices in Canada (Toronto and Vancouver), The Bahamas, Cayman Islands and Barbados, we understand the local landscape and deliver wealth management with privacy and discretion, including online account access and paperless statement options.