Our Firm · Est. 2010

Capital deserves
more than algorithms.

We exist to serve a particular kind of investor — one who values discretion, a written promise, and the same advisor across a lifetime.

A Letter from the Partners

A practice built around a quiet belief.

Dominion Trust Capital was founded in 2010 by three former colleagues who had grown disillusioned with the velocity of the industry around them. We believed then — and we believe now — that wealth management is a craft, not a product.

Our clients are entrepreneurs, executives, professionals, and the families they have built. They want capital handled with intelligence and restraint. They want to know who answers when they call. They want, above all, an honest conversation about what is and is not possible.

We are happy to provide all three.

— James Whitford, CFA
Managing Partner & Founding

Core Values

Four quiet commitments.

i.

Precision

Every position is sized to a thesis. Every fee is itemized. Every report is reviewed by a human before it leaves our desk.

ii.

Discretion

Your information is held by people, not algorithms. Our client files are never sold, syndicated, or used to train external systems.

iii.

Stewardship

Compensation tied to assets under care, never to product sales. If you do not grow, neither do we.

iv.

Endurance

A wealth manager should outlast the cycle. We have, twice. We intend to do so again.

A Brief History

Fifteen years.
Many more ahead.

2010
Founded in Toronto by three former partners with a mandate to do private wealth differently.
2012
Crossed our first $100M in assets under care, exclusively through client referrals.
2014
Launched our family office practice for multi-generational wealth.
2017
Achieved full CIRO membership as a registered investment dealer.
2019
Crossed $1B in assets and moved to our current Financial District head office.
2022
Launched our proprietary client portal — institutional reporting built for private clients.
2024
Opened the alternative strategies mandate — private credit, market-neutral equity, real assets.
Today
Thirty-eight senior advisors stewarding capital for over 400 families — and still, by design, a private practice.
Leadership

The people behind the work.

JW
James Whitford, CFA
Managing Partner · Founding
CL
Catherine Liang, CIM, CFP
Partner · Family Office
DO
David Okafor, CFA
Partner · Chief Investment Officer

A first conversation.
An introduction, not a pitch.