Family Offices in Canada

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.

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.

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.

An institutional third-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.

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 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. Joined CI Private Wealth in November 2023 while maintaining full investment decision autonomy. Based in Westmount, Quebec.

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.

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.

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.

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.

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.

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.

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.

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.

Khaira Capital is a family office focused on public equities, outperforming the S&P 500 since inception.

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.

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.

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.

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.

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.

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. 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.

Founded and led by Bernard Heitner, Reddick Wellington focuses on asset management, real estate, and PE. The firm works with visionary business leaders to build successful organizations and partnerships.

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.

Toronto-based MFO managing roughly $795M for Canadian families. Founded on evidence-based investment principles, Tacita employs a systematic, research-driven approach to portfolio construction across global equities, fixed income, and alternative strategies. The firm emphasizes 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.

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.