Wealth management clients receive dedicated attention and service from our senior team of advisors. We believe that supporting our clients at every stage of their growth is the most important way to creating wealth. Our independence is cornerstone to our values of working with our clients for the best possible solutions for their individual financial needs.
The partnership was founded in 2002 as Kingsdale Capital Markets, growing into a leading independent diversified financial services firm with a team of senior capital markets executives with an international perspective that is unique among top tier investment platforms.
Services are offered in all jurisdictions in which the company is registered. All international services are provided on an advisory basis only. We work in affiliation with the National Bank Correspondent Network (NBCN), a division of the National Bank of Canada, the leading provider of custody, trade execution, clearing and settlement in Canada.