Private Investment Counsel

Holistic wealth management

As your investment counselor, we recognize that every investor has unique needs. Our approach prioritizes our clients and begins with deeply understanding your goals before defining the best methods to achieve them. This personalized approach leads to a diverse selection of managed investment solutions that expertly align with your desired outcomes. 

Aligned with you, for you

Our Private Investment Counsel team (PIC) takes into account your financial objectives for the short, medium, and long term to create a personalized investment management plan for you or your whole family. Our Investment Counselors use a comprehensive approach that focuses on your goals to offer you targeted advice and effective solutions.   

In your best interest

By starting with your goals, we work with you to build a managed portfolio using strategies that align with your time horizon and risk tolerance. As committed registrants of the ASC, our counselors are obligated to act in your best interest, not their own. This includes providing impartial advice and avoiding conflicts of interest that could compromise client trust. We adhere to the high fiduciary standards of accountability in the industry and are subjected to regulation by provincial securities commissions and other federal legislation and regulation.