Wealth Management

Wealth Management 

At Avenue, we are true veteran portfolio managers and stewards of capital that have made a point in differentiating ourselves from the brokerage community in Canada. We are legal fiduciary advisers and lead with a philosophy predicated on transparency, accountability and always being aligned with our clients. Although the investment management process is a critical component to protecting and growing wealth over long periods of time, we also believe in providing other key services to support our clients’ financial journey.

portfolio management

Financial Planning

We provide comprehensive in-house financial planning to ensure clients have a roadmap to be successful and maximize tax efficiency. This is helpful as clients transition through different life stages.

Tax + Estate Planning

Our clients benefit from a panel of trusted external partners that specialize in complex tax and estate planning. We are readily available to serve as an independent sounding board and participate whenever necessary.

Family Office

Avenue offers extended services for the intricate financial needs of high-net-worth families with more nuanced financial situations

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