Private Wealth Management

Private Wealth Managers

These are smaller money management firms that work with you to provide a customized portfolio of investments. Most of these managers require a minimum investment of $1 Million.

Antares Investment Management:
https://antaresinvestment.ca

Barrantagh Investment Management Inc:
https://www.barrantagh.com/services/private-clients/

BlueChipValue Investments:
https://www.bcvfinancial.com/

C.F.G Heward Investment Management Ltd:
https://heward.com/

Cardinal Capital Management:
https://www.cardinal.ca/

Connor, Clark & Lunn Financial Group:
https://www.cclgroup.com/

Cumberland Private Management Inc:
https://cumberlandprivate.com/

Dixon Mitchell Investment Counsel:
https://www.dixonmitchell.com/index.html

Doherty & Associates Investment Council:
https://www.doherty.ca/

Fiduciary Trust Company of Canada:
https://www.fiduciarytrust.ca/en-ca-ftci/

Goodman & Company:
http://goodmanandcompany.com/

Guardian Capital Advisors LP:
https://www.guardiancapital.com/

HAHN Investment Stewards & Co Inc.:
https://ca.wallmine.com/adviser/235372/hahn-investment-stewards-company-inc

IA Securities:
https://sensiblewealth.ca/

Mackenzie Private Wealth:
https://www.mackenzieinvestments.com/en/services/private-wealth-counsel/services

Manulife Private Wealth:
https://www.manulifeprivatewealth.com/ca/en

McNicol and Associates:
https://www.macnicolasset.com/

Morgan Meighen & Associates:
https://www.mmainvestments.com/

Mortgage Architects:
https://www.mortgagearchitects.ca/

Mortgage Mentor:
https://mortgagementor.com/

National Bank Financial Special Services:
https://www.nbfwm.ca/

Nicola Wealth Management Inc:
https://nicolawealth.com/

Open Access Limited:
https://www.openaccessltd.com/

Provisus Wealth Management:
https://www.provisus.ca/

R.N. Croft Financial Group Inc.:
https://pmac.org/firm/r-n-croft-financial-group-inc/

Rockvale Capital Management Inc.:
http://www.rockvale.ca/

SEI:
https://seic.com/en-ca

Scotiabank PW:
https://www.scotiaonline.scotiabank.com/

Tacita Capital Inc.:
https://www.tacitacapital.com/

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Private Wealth Management

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