Our Private Portfolio Management service offers a highly flexible, discretionary approach to high net worth wealth management. This is a tailored service that is typically best suited for those with investable assets exceeding $750,000.
Our Select Managed Portfolio service is a more structured discretionary investment management solution. This is typically better suited to clients with smaller investment portfolios, often those in the accumulation phase or retirees with a defined benefit pension.
The private giving Hemisphere Foundation was created to promote philanthropy and estate planning by offering our clients a convenient way to simplify their charitable giving.
The Core Balanced Composite consists of consolidated client portfolios with an equity mix between 40% and 80%.
The Income Balanced Composite consists of consolidated client portfolios with and equity mix between 15% and 40%.
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.