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Growing and protecting your wealth. Maintaining financial security throughout your life. Creating a legacy for future generations. 

Whatever your priorities may be, we’re here to thoughtfully guide you with customized portfolio design and wealth management strategies.

  • Work with a dedicated Portfolio Manager to implement a fully customized portfolio and/or complete wealth management strategy.

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    Not ready to talk? Request an information package here.

    TorontoCalgary
    YesNo
    Investment solutionsRetirement planningTax and estate planningDigital investingOther
    Less than $100,000$100,000 to $500,000$500,000 to $1,000,000Greater than $1,000,000
    SUBMIT

    [email protected]
    1-800-929-8296

    Meet PAT, our online investing service

    If you’re interested in superior investment management without the one-on-one Private Wealth experience, consider our Portfolio Advisor Tool (PAT). It offers online access to some of our best thinking for accounts of $50,000 or more.

    Start Your Digital Journey

    Three Offices to Serve You

    For a detailed map of your preferred location, please click on the corresponding address below.

    TORONTO
    99 Yorkville Avenue
    Suite 300
    Toronto, ON
    Canada M5R 3K5
    (1) 416.929.1090 or
    1.800.929.8296 in Canada
    Fax 416.929.1172

    CALGARY
    Perron & Partners
    Dome Tower, TD Square
    Suite 1800, 333 – 7th Avenue SW
    Calgary, Alberta
    T2P 2Z1
    (1) 403.705.1200
    Fax 403.705.1211

    KINGSTON
    The Woolen Mill
    4 Cataraqui Street, Suite 108
    Kingston, ON
    K7K 1Z7
    Tel: (1) 613.929.1090