Family Offices in Canada

1642 Capital is a wealth management firm based in Montreal serving families and wealthy individuals. The firm's approach is based on a global, independent and personalized investment strategy combining institutional-quality investment management with personalized service. As an independent multi-family office, 1642 Capital focuses on what matters for clients with transparency and collaboration.

A Family Office assists clients to structure comprehensive Succession and Estate plans. The firm provides Business Succession planning, Consolidation of Accounts, Family and Corporate Governance, and Philanthropy services. Administrative Services, Family Meetings, Tax Services, and Wealth Management support families in managing their wealth.

The umbrella entity and family office for the Mark and Lindy Mandelbaum family. Almond Tree manages the family's varied business and philanthropic interests, with primary focus on real estate development and financial investments across PE and public markets. The family's philanthropy operates through the Almond Tree Foundation, a public charitable foundation incorporated in Ontario and registered with the Canada Revenue Agency.

Altium Wealth Architecture is an independent firm that provides investment management and family office services to individuals, families, and foundations across Quebec and Canada. We partner with our clients to understand, structure, and manage the complexities and nuances that typically come with significant wealth. We believe that wealth is multi-dimensional, nuanced, and goes beyond investments.

Established in 2017, Arlow Capital is an SFO born from a third-generation family business. The firm capitalizes on unique opportunities with patient capital and the agility to act decisively across real estate, VC, and public equity. Led by Managing Partner Samuel Werner and CIO Jules Grunwald.

Founded in 2019, Azad Capital Management Inc. is a private family office headquartered in Toronto, Canada, specializing in alternative assets. The firm serves as a trusted steward and long-term partner to operators and clients, maintaining a commitment to integrity and professional standards. Active investment sectors include financial services and real estate.

BC Partners in Planning is a full service multi-family office focused on financial planning and tax planning. Our multidisciplinary practice specializes in delivering tailored financial solutions for complex corporate and family structures all in one location.

Blue Bridge Trust Company is an independent trust company headquartered in Montreal, regulated by Quebec's Autorite des marches financiers. Operating for over two decades, the firm provides trust administration for diversified asset portfolios serving Canadian and international beneficiaries, custody services through a strong operational team and reputable sub-custodians, and guidance through Quebec's Immigrant Investor Program. Led by President Julie Elmlinger.

Founded in 2016 by Glenn Chamandy, BRK Capital is a Montreal-based private investment firm investing in global public and private markets. The firm invests directly and through external managers, building meaningful relationships with select partners. The approach: mutual benefit from each other's strengths.

BULLWEALTH is an integrated wealth advisory and consulting firm founded in March 2000 to serve high net worth families and not-for-profit organizations with a global perspective. The firm operates on an independence model, receiving compensation only from clients with no commissions or conflicts. BULLWEALTH provides comprehensive advisory services including asset allocation, manager due diligence, and quarterly reporting to align client portfolios with financial goals.

An institutional second-generation family office based in the US and Canada, representing the interests of the Caron family and its philanthropic initiatives. Caron Capital invests globally across public, private, direct, and indirect opportunities.

CI Assante Wealth Management advisors simplify the wealth planning process by providing you with a strategy to meet your life goals. With 30 years of experience and access to professional resources such as analysts and lawyers, our advisors are prepared to make informed financial decisions about your complete wealth management from retirement to estate planning. The firm operates through more than 590 wealth management teams serving Canadian clients.

Founded in 1987 by Charles Bronfman, Claridge Inc. represents the interests of the Stephen Bronfman family. The firm operates with roughly 30 professionals from Montreal, investing across PE in Canadian and US mid-market companies, real estate in Quebec and Ontario, and third-party managed funds including public equities, hedge funds, and PE.

Toronto-based MFO managing roughly $190M. Continuum provides holistic wealth management to Canadian families and entrepreneurs, covering investment management, tax planning, estate structuring, and philanthropic advisory. The firm focuses on building diversified portfolios with meaningful allocations to alternatives.

Co-founded in 2006 by Gisele Wilson and Alexandra Ryan from institutional investment backgrounds, Coriel Capital is a Westmount, Quebec-based registered portfolio manager providing outsourced CIO services to UHNW Canadian families and foundations. The firm serves 17 client families averaging roughly $100M each across $1.5B in total assets. Coriel operates through an open-architecture framework with four pillars: wealth protection, institutional buying power, global access across all asset classes, and senior-partner due diligence. The firm joined CI Private Wealth in November 2023 while maintaining full investment decision autonomy, and is now part of Corient, with its site becoming inactive as of July 15, 2026.

Aubrey Dan founded Dancap in 2000 to build and actively manage a globally diversified, intergenerational portfolio from Toronto. The firm oversees 50+ specialized asset managers across 120+ funds and 1,100+ underlying portfolio companies, with primary focus on US opportunities. Aubrey Dan is also associated with the Aubrey & Marla Dan Foundation, which focuses its philanthropy on youth mental health, homelessness, and education.

East West Investment Management is a Private Investment Office that manages assets on behalf of Family Offices, Foundations, and High Net Worth Canadians. The firm specializes in constructing, actively managing, and closely monitoring bespoke portfolios tailored to client needs and investment objectives. Its Form ADV is filed under the legal name East West Investment Management LLC, CRD 305688.

EQ Partners Inc. partners with individuals and families to help ensure financial and personal balance in their lives. The firm forms long-lasting relationships with families to truly understand their needs and help determine strategies to meet them. Working with a dedicated team of professionals, EQ Partners oversees the many different affairs of client families. Led by Mark Rotstein, the firm provides objective advice and does not accept referral fees or participate in soft-dollar arrangements.

Vancouver-based family office VC firm partnering with hyper-growth startups. Equestrus both invests in and advises young businesses at Pre-Seed, Seed, or Series-A stages with investments up to $1.5M CAD, targeting software, healthtech, and clean energy.

Eterna Groupe Financier offers specialized and personalized services based on integrity, discretion, and excellence for both individuals and corporations. The firm provides a complete range of professional portfolio management and fiduciary services. It also provides charitable solutions tailored to each person's objectives with focus on responsible and sustainable investing.

An entrepreneur-led family office established by Phil Fayer, Founder, Chairman and CEO of global fintech leader Nuvei. Fayer Family Office invests its own capital with no external investors, focusing on the long-term outlook and next generation without quarterly pressures. With no PE limitations on size and structure, the office partners with exceptional management teams to create lasting value.

The family office of David Baazov. Fit Ventures empowers partners with resources and networks to chart new territories, investing across the globe among industries, groups, and individuals.

Vancouver-based family office overseeing a diversified portfolio with a focus on disruptive and sustainable technology startups. FOLD36 Capital values strong, collaborative relationships, working closely with founders and select external managers. The core goal: investing in disruptive technology across AI, robotics, health, renewables, fintech, e-commerce, crypto, and mining.

The family office of Andrew Wilkinson and Chris Sparling, the founders of Tiny. Folly Partners manages their personal and philanthropic investments outside of Tiny. The stated goal: prevent them from doing something stupid and losing their money.

Forthlane Partners is a globally focused Canadian independent asset management firm serving ultra-high-net-worth individuals, family offices, and foundations with world-class portfolio curation. The firm curates advanced, institution-level portfolios across global markets designed to safeguard and grow wealth for discerning clients. The firm expanded into Calgary to grow its presence across Western Canada, appointed former Manitoba premier Heather Stefanson to its board, and announced new investors in September 2024.

Globacor is a trusted partner for business owners and high-net-worth individuals seeking strategic investment, growth, and long-term value through personalized advisory and capital solutions. With a vast network of relationships around the world and seasoned management expertise, Globacor provides capital and advisory support to facilitate business growth and value creation. In May 2025, Globacor co-led, alongside Carriage House Wealth, Vertiqal Studios' closed private placement of convertible debentures.

Co-founded by Arati Sharma and Satish Kanwar, Good Future is a family office dedicated to founders with new ideas. The firm builds a multidisciplinary community of entrepreneurs bonded by the desire for positive-sum impact. Activities include a micro venture fund, a philanthropic foundation, and majority-owned businesses. Among its majority-owned businesses, Good Future's co-founders, former Shopify executives, acquired a majority stake in Canadian tech industry news site BetaKit in 2023.

Grit Investments Ltd. is an SFO with a North American background, created to preserve and promote the legacy and values of the family's UHNW capital. The office provides professional wealth planning and management for individual family members.

Guardian Capital is a diversified financial services company that has provided private wealth management to individuals, families, and institutions since 1962. Through its subsidiaries in Canada, the UK, and US, it offers institutional investment solutions for pensions, endowments, foundations, and retail investment solutions for advisors and investors. In March 2026, Guardian Capital Group Limited completed a take-private acquisition by Desjardins Group, becoming a wholly owned subsidiary of Desjardins Global Asset Management Inc.

Hadley Family Capital invests exclusively in entrepreneurial acquisitions and search funds. As operators of small businesses themselves, they understand the risks and rewards of small business ownership. The firm works as a flexible long-term investor, collaborating closely with partners throughout their acquisition journey.

Multi-family office serving business owners, senior professionals, executives, and estate trustees. Clients turn to Hanover to resolve investing, risk management, tax planning, financial planning, advanced estate planning and related financial concerns. Founded in 1999, pledges to provide objective independent advice based on process-driven planning and the Science of Wealth Management.

Founded by Jesse Rasch, Hedgewood is a private investment firm active in VC, PE, public markets, real estate, and specialty finance. The firm pursues value-oriented investments with a flexible, nimble approach, investing its own capital for longer horizons across consumer, enterprise, healthcare, CPG, and real estate. Alongside founder Jesse Rasch, the firm's team includes Greg Leung and Vinay Vishwanath; Hedgewood does not invest in cannabis, blockchain, or cryptocurrency, and requires a signed term sheet before entering into an NDA.

When you work with an iA Private Wealth Investment Advisor, you have a trusted partner fully dedicated to your success at every stage of your financial journey. We believe comprehensive personal wealth planning, supported by unbiased advice, collaboration and transparency, is the key to meeting your needs and achieving your goals. We focus on six main priorities: Investing, Saving and borrowing, Education planning, Tax planning, Risk management, and Will and estate planning. In February 2026, iA Private Wealth added a $1.5 billion advisory team from ScotiaMcLeod.

Founded in 2005 by Normand Coulombe, iNFiNi-t is a fully independent Montreal-based firm supervising over $2B in assets for HNW private clients and foundations. The firm guarantees compensation solely from the client base, free of any management platform affiliations. Services span investment policy formulation, asset mix development, manager selection and monitoring, fee negotiation, and monthly/quarterly performance reports. Regulated by the AMF; CFA and CPA ethics codes apply.

Kerr Financial is a boutique, fee-only Personal Wealth Management Firm providing all of the financial services your family needs from an established team you can depend on. Through our group of companies, we provide a full range of services to help you build and preserve your legacy. The firm operates through three specialized segments, Kerr Fundamentals, Kerr Integrated, and Kerr Family Office, from offices in Montreal and Toronto.

Khaira Capital is a family office founded by Jivteshwar Khaira, Founder, CEO and CIO, focused on public equities and outperforming the S&P 500 since inception.

Kind Wealth provides virtual family office services focused on the complexities of modern wealth management. The firm serves as a family's personal CFO and thinking partner, offering independent advice grounded in improving family wellbeing beyond net worth. Kind Wealth helps families align their wealth with their values while addressing the financial, relational, and decision-making aspects of wealth stewardship.

Led by President and CEO Thomas Martini, Lorval Capital Management is a British Columbia-based family office dedicated to investing in industries and companies the team is passionate about. The firm brings deep operational experience, driven by growth of employees, businesses, and the communities it operates in.

Lugen Family Office is an exclusive private ecosystem serving UHNW families, large family businesses, governments, and financial institutions. The firm provides institutional wealth management services including strategic asset allocation, tax efficiency, risk mitigation, and access to alternative investments. Services are tailored for legacy planning, foundations, endowments, and institutional portfolio structuring.

Lux Capital Corporation is a European-Canadian multi-family office with a global network of investment banking boutiques. Focusing on financial securities, real estate, energy, and social impact investments, the firm connects enterprises to critical expertise, networks, and capital sources. Operating from Luxembourg and Toronto with presence in Vancouver, New York, London, Frankfurt, Hong Kong, and beyond, Lux Capital empowers businesses and drives innovation.

Since 1952, the Young family of Vancouver has pursued a quiet strategy of investing in PE, real estate, and publicly traded equities through Marin. Led by President and CEO Charles E. Young, the firm remains family-owned and controlled, with a focused investment philosophy emphasizing private businesses with sustainable competitive advantages. Marin typically targets initial equity investments of $2 million to $10 million in businesses preferably headquartered in North America.

Medici Family Office is a Vancouver-based family office that provides bespoke wealth stewardship for families, entrepreneurs, and investors who think in generations. Medici Family Office designs and oversees Seven-Generation legacy strategies that protect, grow, and steward wealth across multiple lifetimes. The firm is built on Legacy Architecture, a philosophy that treats wealth as a responsibility across past, present, and future generations.

Led by Founder and CEO Leslie Toth and Managing Director Jonathan Toth, Nobilis operates across private wealth management, film finance, intellectual assets, and digital branding. Whether tokenizing film rights, managing family office strategies, or crafting brand identities through Nobilis Digital, the mission is developing and protecting assets that create long-term impact.

Northland Wealth Management manages roughly $797M for Canadian families and entrepreneurs from Oakville, Ontario. The firm provides institutional-grade investment management, tax planning, and wealth structuring with a focus on alternatives including PE, private credit, and real estate alongside traditional equity and fixed income. Founded in 2011, the family-owned firm also operates from Calgary, Alberta, follows a strict fiduciary standard and the CFA Code of Ethics, and earns zero commissions or referral fees.

Northwood Family Office is Canada's leading multi-family office, offering integrated planning, investment management, wealth administration and family engagement for families of wealth. Our family office relationships start with a conversation where we discuss your hopes, goals, and resources to create a bespoke plan designed to fit your family best. Northwood is now part of Corient, with services moving to corient.com as the firm site becomes inactive on July 15, 2026.

Co-founded by Omar Ladak, Suzanne Boyd, and Steve Lux, Noverra Group is an actively owned family of construction and industrial services companies. The group maintains an indefinite investment horizon with no intent to sell, aiming instead to continue the proven success of its companies and invest further in their growth. Portfolio companies include Brighter Mechanical, Everflow Eaves & Exteriors, Extreme Commercial Concrete, Thorpe Design, Troy Forming Concrete, and Victory Fire Protection.

Toronto-based MFO managing roughly $486M. Our Family Office provides investment management, financial planning, and family governance services to Canadian families, specializing in building custom portfolios across public and private markets with particular expertise in Canadian equities, private credit, and real estate. Co-Founder and CEO Tim Cestnick leads the firm, which serves a limited roster of 45 families and was named the 2025 Global Multi-Family Office Team of the Year.

Montreal-based family office deploying proprietary capital across alternative asset managers, custom private credit facilities, direct PE, and real estate. Palomino generally takes a long-term view but will allocate opportunistically to exploit temporary dislocations.

Montreal-based SFO managing roughly $785M, led by President Mark L. Smith. Pandion focuses on long-term direct investments and co-investments across PE, real estate, and select public market opportunities in Canada and the US. The firm takes a patient capital approach, building lasting partnerships with exceptional management teams.

The SFO of G. Scott Paterson. Paterson Partners takes an advisory and operational approach to growing businesses, focusing on early-stage tech, fintech, AI, crypto, and media. The hands-on approach accelerates portfolio company success while building confidence in management and long-term objectives.

Patrimonica is an independent firm specializing in wealth management for high-net-worth families, offering a complete range of financial services and asset management. The firm's integrated expertise covers financial and tax planning, portfolio management, accounting, family governance and philanthropy. Acting as your family's chief investment officer, Patrimonica uses institutional-grade approaches to manage risks and grow family wealth.

Prime Quadrant's mission is to empower families for the future through education and strategic consulting solutions. The firm provides institutional-quality options to ultra-affluent families and family offices, delivering aligned interests, diverse opportunities, and exceptional planning across their entire universe of assets. Using a proprietary Four-Quadrant Framework, the firm serves 260+ families with 120+ team members and more than 25 years of experience, generally working with families nearing or above $30 million in investible assets on a flat-fee basis.

Founded and led by Bernard Heitner, who founded and sold Cambridge Global Payments for $900 million in 2017, Reddick Wellington focuses on asset management, real estate, and PE. The firm works with visionary business leaders to build successful organizations and partnerships.

At Richter we know from experience the value created at the intersection of business and family where complexity resides and legacies are built. We are uniquely positioned to address the needs of Canada's most successful business owners and their families and help them chart a clear path to shape their legacy for the future. We are an independent firm that private clients entrust with their most complex business and family matters.

Samara is a multi-family office founded by families for families, offering entrepreneurial families the same advantages as a private family office. The firm provides integrated services designed to centralize, structure, and manage all aspects of family wealth, including human, financial, succession, and administrative dimensions. Beyond investment management, Samara aims to build relationships of trust based on integrity, collaboration, and transparency.

Schwaben offers investment management, estate planning and financial advice that fulfills all of our clients' lifelong financial needs. We use a level headed and analytical approach to the management of our clients' assets. Our understanding of the value of investments and taking advantage of opportunities is what makes our clients successful.

A principal investment firm and SFO registered as an Investment Fund Manager, Portfolio Manager, and Exempt Market Dealer in Ontario. Sharno Capital manages a private investment fund.

SureFire creates investment opportunities by invitation only, emphasizing true alignment of commitment, participation costs, and structure while pursuing trust-based relationships. They are primarily investors deploying their own capital while seeking best-in-class investment fund managers with integrity. Currently working with a global community of 4,700+ Family Office and HNW investors.

Founded in 2005 by Garnet Anderson and Michael Nairne, Tacita Capital is a Toronto-based MFO managing roughly $795M for Canadian families. The firm employs a systematic, research-driven approach to portfolio construction across global equities, fixed income, and alternative strategies, emphasizing low-cost, tax-efficient investing with a long-term perspective.

For over 25 years, Thomvest has aligned its capital with exceptional teams on behalf of Peter J. Thomson and his family. The firm works with exceptional entrepreneurs to build industry-defining companies, 70% of portfolio companies have gone public, been acquired, or continue to grow. Focus areas: fintech, proptech, payments, and credit.

A Vancouver-based family office investing its own capital in long-term, majority acquisitions of mature businesses and real estate. Tricor Pacific focuses on essential industries, food manufacturing, building products, industrial products, forging lasting partnerships with management teams and selling owners. The firm has acquired 100+ companies since its founding across more than 30 years of private equity experience, with 20+ active portfolio companies and 1,500+ employees firmwide. In December 2025, CPI Card Group Inc. announced new investments by its chairman and Tricor Pacific Capital.

Ullman Wealth Management provides independent strategic private capital management services for high net worth individuals and organizations. We advise a wide range of high net worth individuals, corporations, endowments, charities and foundations globally.

Established in 2011 in Montreal, Valsef Group invests family capital across vertical market software and publicly traded equities. The firm operates multiple divisions, Valsoft Corporation, Valnet, Valstone, and Valsef Capital, forming an investment group built to last across software, digital media, agriculture, forestry, construction, materials, and recycling.

Managing roughly $301M from Calgary, Werklund Family Office preserves the Werklund family legacy across financial, personal, and philanthropic affairs. The investment arm, Werklund Ventures, operates as one of Canada's largest family-owned investment companies. The Werklund Foundation drives philanthropic efforts to transform communities by inspiring youth. SEC-registered, reflecting Dave Werklund's prominence as a Calgary entrepreneur and philanthropist.

Established in 2008, Wychwood Capital Investments is a family-run private capital partnership supporting the investment and trust activities of family businesses operating for three generations. The goal: allocate to alternative strategies that emphasize both capital preservation and alpha generation across varying conditions.

Vancouver-based Canadian family office investing its own capital and operating knowledge into alternatives. Zen manages $37M, with a core strategy seeking top-quartile managers in precious metals funds, hedge funds, and select VC. The investment philosophy is rooted in the board's Asian experience since 1984, combined with 25 years of Western Canadian market presence.