Private Wealth

Complete wealth solutions for your family

Our Private Wealth Management team works closely with high net-worth families to comprehensively and holistically address their needs.

  • An integrated approach to private wealth based on a partnership of trust with an advisor and in-depth knowledge of each family’s goals and profile
  • Customized investment portfolios to meet each client’s objectives in all market environments
  • Landry’s expertise extends into discretionary portfolio management where appropriate for private client relationships
  • A balanced approach to family private wealth, which may include equity investments in line with our equity funds and/or fixed income ETFs
  • Specialized equity mandates including a capital gains focused approach based on the Fraser Factor