A private capital practice for individuals and families who measure success across generations — not quarters.
Bespoke portfolio management, fiduciary advice, and family-office services for Canadian and international clients of significant means.
We manage capital for people who would rather sleep well than chase the cycle. Disciplined, transparent, and built to last.
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Every Dominion portfolio is constructed by a senior advisor and reviewed monthly by our Investment Committee. Algorithms inform our decisions; they do not make them. Capital preservation is not the opposite of growth — over a long enough horizon, it is the only path to it.
Read the partner letterOur managed composites have outperformed a blended 60/40 benchmark over one, three, and five-year horizons — net of fees, with materially lower drawdowns in 2022 and 2024.
Past performance is not indicative of future results.
01 / Discretionary
Personally constructed, actively monitored portfolios with quarterly written reviews. Tax-loss harvesting and rebalancing handled discreetly. Minimum $250,000 invested capital.
02 / Family Office
Trust structures, estate planning, tax optimization, and philanthropy strategy for $1M+ clients.
03 / Advisory
Fee-only consultation on complex liquidity events, executive compensation, and business sales.
Compound growth on any balance, contribution, and horizon — with the principal vs. growth split shown clearly.
Open Calculator 02 / HorizonTest whether your trajectory meets your desired income — and see what changing one variable does.
Open Planner 03 / ProfileSeven questions. Two minutes. A profile that reflects how you actually behave under pressure.
Take the Quiz“After three different firms in fifteen years, Dominion is the first that has actually understood my balance sheet — and the obligations beyond it.”
A 45-minute call with a senior advisor — no obligation, no script.
We review your full balance sheet, obligations, and goals across 25 years.
A written investment policy statement, custom to you, presented in person.
Quarterly reports, monthly check-ins, and a senior advisor on your number.
Reach our private client team directly. We respond within one business day.