We help our clients pursue their wealth management goals through careful advice, astute investment management and access to the capabilities and network of MDM Partners.

We work closely with high-net-worth individuals, families and select foundations and endowments to develop wealth and investment management strategies. We then identify investment opportunities to help them reach their objectives. We complement these services with robust execution capabilities and attentive client service. Where appropriate, we introduce our clients to the broader network and resources of MDM Partners.

It is essential to have a Financial Advisor who can provide insight and guidance based on an understanding of your unique situation. As your Financial Advisors, our goal is to provide a high level of personal service to help you meet your financial goals, along with the breadth of services and expertise that MDM Partners offers. Just as its never too late to benefit from investing, its never too early to begin. But you probably have many different long-term goals, not to mention day-to-day financial demands. So how do you know where to start?

At MDM Partners, we like to look at your individual needs before anything else. A relationship with our Private Wealth Management Division begins with a conversation. We ask about our client’s goals and help evaluate them. We analyze each client’s financial profile, lifestyle objectives and attitude toward risk, and then develop a suitable wealth management plan.

To execute the plan, we leverage the intellectual capital of our division and the network of MDM Partners. We offer strategic and tactical asset allocation and provide a range of investment solutions including cash, fixed income, equities and alternative investments. For clients interested in brokerage services, we offer robust structuring and execution capabilities in all security and derivative products across all major global markets.

Through it all, we offer attentive service and personal counsel. And as a client’s goals change, we can adjust his or her wealth management plan accordingly.That way, we understand what you are trying to achieve. And we can help you get there.

How should I plan for my retirement?

How can I plan for my childrens education?

How do I develop an investment strategy that supports my lifestyle?

I have money to invest. Where do I begin?

As a business owner, how do I plan for my own and my employees needs?

How can I lower my tax bill?

How can I ensure the financial security of my family?

How can I manage my short-term needs while maintaining my long-term financial goals?

Our clients are serious investors. They are not interested in gambling with their money, and would rather interact with an actual person instead of a call centre. Does this sound like you?

OUR APPROACH

We listen to clients articulate their needs, goals and priorities. Then we partner with them to develop holistic wealth and investment management strategies.

OUR PEOPLE

Our carefully selected investment professionals combine deep wealth management experience with the attentive client service that is at the heart of the MDM Partners culture.

INTELLECTUAL CAPITAL

We offer compelling insights on a range of topics, including asset allocation, investment strategies, market dynamics and wealth management.

Alternative investments entail substantial risks and may not be suitable for all investors.