3115 Harvestor Road, Suite 100, Burlington, Ontario, L7N 3N8, Canada
905 631-2585 · 905 333-5995
If you have been referred to us by a family member, friend, or your family office, please contact us directly to set up a confidential meeting.
Our primary focus is to offer a highly communicative and professional service to our current clients and, therefore, we limit the number of new relationships we take per year, and generally only through trusted introductions/referrals. We do make exceptions and offer our Family office services to select investors and families who are a good fit. Please contact Dan Wynnyk for more information.
If you do not currently meet our minimum investable asset level of $1M+, we still encourage you to reach out as we have trusted and expert wealth management partners at CIBC Wood Gundy who we can introduce you to.