Client Service

"Our single most important obligation is listening to our clients to understand their needs and goals." — Sheila Norman, Portfolio Manager

Consistent with our focused approach to investing, we deliberately limit the number of private clients we have relationships with. We believe this is the only way to ensure our availability and accessibility to them so that we truly understand them – not as numbers, but as people.

Having a high standard of accessibility is essential – not only to provide attention to client enquiries regarding their finances; it also allows us sufficient time to discuss their lifestyle objectives and family issues concerning their wealth. As with any type of relationship, open and frank dialogue is essential. Only through regular discussions, meetings with clients and their advisors, timely reporting, and wealth forecasting can an appropriate individualized portfolio be constructed.

With our vast experience in the dealing with private clients, we are able to offer a unique perspective on all of their wealth issues.

To learn more about our firm, please contact: Sheila Norman at 416.646.0192 or Ted Eccelstone at 416.929.8092