As a boutique firm with a select roster of direct clients, we place a premium on caring, responsive and efficient service. Unlike automated robo-advisors and corporate mega-firms that chase Assets Under Management (AUM) and treat clients as “just another number”, we believe differently – by incorporating a personal approach and by listening to what it is that you need as opposed to delivering what “we” think that you need. 

We realize that life isn’t always a positive linear experience and we are there to support you during the good and challenging times with strategies to get you ahead. The firm is registered with the Ontario Securities Commission in the category of Portfolio Manager, which means that we have a fiduciary duty to you, first and foremost.

We incorporate a high degree of professionalism into our process at all times and we value your trust.  With our combined experience at the big 5 firms in Canada, we strive for transparency and growth and understand what is lacking at the larger firms that focus on the bottom line versus a positive client experience.

We are product agnostic and do not push products nor do we receive commissions  All of our business interests are disclosed and our fees are transparent and are fee-based.

Our focus is on planning and helping you to achieve your financial goals with products that work for you and that get you ahead. In our opinion, this is the way it should be.

Sometimes, during our financial planning process, we discover a need for a trusted lawyer, accountant or other professional. If you do not have your own advisors, we can make those referrals to our trusted network. 

As an independent firm, we face no conflicts of interest with commission-based fees, unlike many brokers, financial planners, and mutual fund advisors who charge hidden front and back-end commissions, because we operate as fee-based practice.  Over the years, most of Treegrove’s clients have been referred to us by other clients or their professional advisors who have confidence in us. Let us earn your trust, by working with you towards the future that you deserve.

The key differences in dealing with Treegrove is that as a portfolio manager:

We have a fiduciary duty to act with care, honesty and good faith – always in the best interest of our clients. Investment decisions therefore must be independent and free of bias.  This results in a higher level of trust placed on a portfolio manager.

Treegrove develops a written agreement (usually known as an Investment Policy Statement or IPS) that takes into account your specific investment needs and goals. Your IPS is the basis upon which Treegrove selects an appropriate mix of investments and makes discretionary adjustments to your portfolio.  We will meet with you at least annually to ensure your IPS is up to date and reflects your needs.

Treegrove does not push products. We do not earn commissions on buying and selling securities.  We do not create and sell our own-branded products.  We do not distribute the products of other providers for commissions and recurring “trailers.”

Our fees are transparent and are fee-based and we look to deliver the most cost-effective investment solutions on your behalf.