Our team’s depth of experience and sharp analytical skills enable us to offer an unlimited range of customized wealth management strategies. Our process begins with a thorough understanding and assessment of your financial objectives, for today and the future.
Senior Wealth Advisor & Senior Portfolio Manager
Christian works closely with families and business owners navigating major wealth transitions, focusing on the decisions that carry the highest long-term consequences. Having spent over 25 years advising high-net-worth clients, he recognizes the important role behavioural decisions can play in long-term financial outcomes, particularly when markets and circumstances become uncertain.
His approach combines institutional investment rigor with an academic foundation in decision science. Holding both the CFA and CFP® designations, Christian earned a master’s degree in Behavioural Science from the London School of Economics to study how investors process uncertainty. He integrates these insights into every client plan, helping families build rational, adaptable strategies designed to withstand volatility without abandoning their discipline.
Christian believes effective stewardship demands intellectual humility. Rather than attempting to forecast the unpredictable, he prepares clients to adapt calmly as life changes, making complex financial responsibilities feel clear, orderly, and manageable.
Wealth Advisor & Portfolio Manager
Patrick focuses on the intricate mechanics of private wealth, helping entrepreneurs, executives, and multi-generational families integrate their tax, corporate, and estate structures into a coherent long-term strategy. For clients managing complex holding companies, business sales, or generational wealth transfers, he considers investment decisions alongside the tax and legal realities that govern them.
With more than two decades of experience spanning public accounting, cross-border tax, and trust advisory, Patrick holds the Chartered Professional Accountant (CPA), Trust and Estate Practitioner (TEP), and Chartered Investment Manager (CIM®) designations. He completed CPA Canada’s In-Depth Tax Program and frequently collaborates with clients’ external legal and accounting teams, creating an aligned advisory circle that helps identify costly oversights and preserve family capital.
Calm and analytical, Patrick approaches complex decisions by asking the questions others miss: what trade-offs are being accepted, where the hidden liabilities lie, and how to preserve options for tomorrow. His guidance is designed to provide clients with a vital margin of safety.
Senior Associate Investment Advisor
Geoff leads the tactical execution of our wealth management strategies, translating comprehensive financial plans into disciplined portfolio operations. Over his decade-plus with the team, he has become a trusted partner to long-standing client families while building direct, engaging relationships with their rising generation, helping younger heirs understand and participate meaningfully in their family’s financial stewardship.
His focus centers on the detailed implementation that supports client outcomes: asset location, currency management, disciplined rebalancing, and tax-efficient trade execution. Geoff ensures that the strategic vision designed for each family is reflected accurately in the day-to-day holdings of their accounts, challenging assumptions internally to help ensure that every portfolio decision holds up under scrutiny.
Accessible, proactive, and energetic, Geoff works closely with clients who value regular communication and transparent discussions. He demystifies the mechanics of investing, providing the day-to-day responsiveness and consistency that help give families confidence in the execution of their plans.
Senior Investment Associate
Michele provides an essential foundation for our client relationships: multi-decade continuity. Having worked alongside many of our families across multiple generations, she brings an intimate understanding of their personal histories, family dynamics, and administrative priorities. When clients navigate pivotal life transitions or urgent logistical requests, Michele helps ensure the experience remains immediate, personal, and seamless.
Her career in the Canadian securities industry spans more than three decades, beginning in 1991. That extensive background gives her a deep understanding of wealth management operations and a clear sense of what families expect from a team managing significant capital. Michele serves as the vital bridge between high-level advisory strategy and the precise day-to-day execution required to support it.
For Michele, exceptional service is deeply personal. She believes in anticipating client needs, remembering the small details that matter, and treating every request with equal care and quiet dependability.
Investment Associate
Rany ensures the operational experience of our practice is organized, responsive, and effortless for the families we serve. Wealth management involves an intricate web of activity behind the scenes; his focus is making sure documentation flows smoothly, processes stay on schedule, and providing clients with clarity around what to expect. His diligence allows our advisors to stay focused on high-stakes strategic decisions while ensuring clients receive prompt, clear communication.
With a background across multiple facets of wealth management, Rany understands how client service, estate administration, and investment operations connect. Rather than approaching tasks in isolation, he sees the broader operational ecosystem, identifying potential bottlenecks early and coordinating effectively across the team to resolve them before they create unnecessary friction.
Rany believes that great service should feel straightforward from the client’s perspective, no matter how complex the background work may be. Approachable and thorough, he takes personal ownership of every inquiry, ensuring clients feel that their time is valued and their affairs are handled with vigilance.
