Our Private Capital offerings typically require a minimum investment and are open to accredited investors. To get started, schedule a consultation with our team, and we will walk you through the available opportunities and assess your risk tolerance.

In managing Public Assets, our team conducts thorough market research and builds diversified portfolios that include a mix of stocks, bonds, and other publicly traded securities. We aim to balance risk and returns while keeping your financial goals in focus.

We specialize in working with healthcare professionals, entrepreneurs, and business owners—but we're not limited to these groups. Our clients share a common profile: they've built significant wealth through their careers or businesses and want pension-quality investment strategies rather than off-the-shelf solutions.

We typically work with clients who have $500,000 or more in investable assets. However, we're happy to have a discovery conversation regardless—particularly for professionals early in their careers who are building toward this threshold.

Three key differences. First, we provide access to high quality private markets investments (private equity, infrastructure, private credit). Second, our founder worked for one of Canada's largest pension funds—it's not a side offering for us, it's our core expertise. Third, we're independent—we're not incentivized to sell proprietary products.