We are committed to delivering exceptional service to a select group of clients, including high-net-worth individuals, families, and closely held businesses. Our success is built on the strength of our team, and we always welcome discussions with experienced professionals who share our dedication to excellence, discretion, and client-focused service.

We offer a dynamic work environment that fosters collaboration, innovation, and personal growth. As part of our team, you will have the opportunity to work alongside industry experts, tackle complex challenges, and make a meaningful impact on our clients' financial futures.

Our team is composed of experienced professionals — some pursuing a path to partnership, others seeking flexibility to align with personal or family priorities. Whether in full-time or contract roles, we value strategic thinkers with technical depth, professional maturity, and a commitment to long-term client relationships.

Through careful client selection and proactive engagement planning, we strive to maintain an environment conducive to a sustainable work/life balance for our professionals (and their families).

We seek professionals who demonstrate:

• Accountability and independence, with a proven ability to meet deadlines without close oversight

• Uncompromising integrity and sound ethical judgment

• Strategic, proactive thinking, with the ability to anticipate client needs and offer thoughtful solutions

• Exceptional communication skills, with the confidence and discretion to engage directly with high-net-worth individuals, business executives, client family members, and a range of external advisors

• Collaborative mindset, with a willingness to mentor colleagues and contribute to team success

We are always considering new candidates at various levels of experience. Resumes can be sent via email to Mallorie McAuley