Our Private Portfolio Management service is a highly flexible, discretionary investment solution available to clients with investable assets greater than $750,000.
Our Select Managed Portfolio service is a discretionary investment solution with a structured approach available to clients with investable assets between $250,000 and $750,000.
The Hemisphere Foundation was created to promote philanthropy and estate planning by offering our clients a convenient way to assist with their charitable giving.
The Connected Counsel platform brings partner firms together to enhance the value added to mutual client relationships.
The Core Balanced Composite consists of consolidated client portfolios with an equity mix between 40% and 80%, mostly comprised of individual securities.
The Income Balanced Composite consists of consolidated client portfolios with and equity mix between 15% and 40%, mostly comprised of individual securities.
The Canadian Value Fund invests primarily in high-quality Canadian companies.
The Select Shares U.S. Fund invests primarily in high quality, larger capitalization companies that are listed on U.S. and foreign exchanges.
The Global Investment Performance Standards (GIPS®) are a set of standardized, industry-wide ethical principles that provide investment firms with guidance on how to calculate and report their investment results.