Wealth Management

Family offices, high net worth individuals, trusts and private foundations need a trusted and experienced investment advisor to counsel them as they navigate the complex landscape related to investment planning, structuring and execution.  Algonquin’s mandate is typically to protect a substantial investment portfolio while also taking advantage of opportunities for growth when and where appropriate.

As a strategic investment advisor and often the coordinator of a client’s entire investment program, Algonquin combines experience, intensive research and judgment to assist clients in various investment stages, be it wealth accumulation, wealth preservation, or inter-generational wealth transfer.

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