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.
Not ready to talk? Request an information package here.
contact@cpwm.ca
1-800-929-8296
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.
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