Private Client Services
For wealthy families and holding companies investing at least $1 million with us, we mutually determine an asset mix and appropriate diversification based on personally getting to know the client's investment objectives and risk tolerance. We review each client's objectives with them annually or, more frequently, if there is a life-changing event.
Our three investment strategies have delivered superior returns to our clients and provide excellent diversification when used in combination: Wise Capital All Cap Canadian Equity, Wise Capital Global Diversified Equity and Wise Capital Global Small Cap Equity. Please see our Product and Track Record pages for more information. Contact us for detailed information.