Our Family Office is a family office - multi based in Toronto, Canada, founded in 2017. Verified contact details, AUM data, and investment preferences on FindLPs.
Our Family Office (OFO) serves some of the most successful families in Canada. We have partnered with Ballentine Partners LLP, based in the greater Boston area, to bring unique, top-tier solutions to our clients in Canada. We act as a centre of stability and influence to assist families in preserving and growing their human, family and financial capital, ensuring healthy families for multiple generations. Our core competencies fall into six areas: Family Continuity, Investment Management, Integrated Planning, Risk Management, Strategic Philanthropy, and Family Administration. We offer advice that is purely objective, free from the conflicts of interest that often arise in the traditional financial services industry.
Investment types: Growth Capital, Long-Term Investments, Philanthropy
Sectors & themes: Real Assets, Multi-Asset Investing, Investment Management, Business & Administrative Services, Research & Consulting Services, Corporate Finance Consulting, Diversified Finance Consulting, Legal & Tax Services, Wealth & Estate Planning, Insurance Products & Services, Impact Investing, Retirement Planning, Concierge Services, Charitable Investments Finance, Alternative Investments, Traditional Investments (Liquid Assets), Financial Services, Commercial & Professional Services, Professional Business Services, Insurance Services, High-Level Sectors, Values-Based Investing, Education, Tourism & Hospitality, Non-Profit
Preferred geographies: Canada, United States
Location: 2 Queen St. East\nSuite 801\nToronto\nOntario\nM5C3G7\nCanada
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.