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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 that have accumulated sizeable investable assets.
Our Select Managed Portfolios is a more structured discretionary investment service. This is well suited for professionals and families building their wealth. We also work with many retirees whose pensions provide their core retirement income, allowing their investments to continue growing.
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 an 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.
Thanks for contacting us! We have received your message and will be in touch within 1-2 business days.
If you would like to speak with us sooner, please call us at (403) 205-3533.
In the meantime, you may find these resources helpful: