The next generation of wealth.
Rory O'Connor & Tim Engelbert - Strategic, objective counsel for discerning investors
With a commitment to quality and confidentiality, we focus on advising successful professionals, business owners, foundations and well-established investors from across Canada, to address the complex challenges of managing significant wealth. Beyond our university degrees and professional accreditations, our team brings a significant amount of combined financial markets experience to the table.
Coordinating all aspects of your financial wealth to simplify your complex needs, we help you meet your goals for capital growth, while preserving and protecting your wealth so it can be enjoyed across multiple generations.
The hallmarks of our services include strategies for preserving capital, managing risk, achieving returns in all market conditions, minimizing taxes on invested capital and providing access to innovative and exclusive investment opportunities.
Grounded in our four core values – respect for our clients, integrity, discipline, and independent thinking – we offer a highly personalized approach to wealth management that has served our clients well over many years. We are proud to embody the entrepreneurial spirit of Richardson GMP, Canada’s largest independent investment firm, along with the personal service of a multi-family office approach.