Client Access

Private Clients

Private Client Managed Portfolios

The Private Client Managed Portfolios provide high net worth individuals, families and businesses with a wealth management program designed for their diverse and complex financial planning needs. This solution offers attentive client service through Investment Counsellors and comprehensive wealth plans prepared by a team of legal, accounting and financial professionals.

You will receive:

Our advisors and Private Client Managers, work closely with a team of legal, accounting and financial professionals to develop a tailored investment strategy for each Private Client.