As a HNW individual, you deserve access to the best money management that your money can buy. When a client reaches a higher level of wealth it is obvious that they deserve “more for less” and if it is possible to buy “wholesale instead of retail” that is the preferred option for most investors. Working only with HNW investors and institutions the Investment Counseling Firms available have instilled an investment philosophy centered on delivering positive, absolute returns over time.

We have formalized a referral relationship through our mutual fund dealer Manulife Securities Investment Services Inc. with a few select Investment Counseling Firms. A part of this relationship allows us to provide our High Net Worth clientele with access to sophisticated, customized investment management.

You deserve to work with an investment team with a proven track record in preserving and growing wealth. We would be happy to facilitate an introductory meeting with one of the Investment Counseling Firms so that you can explore this investment solution further.