Your Wealth, Elevated.
Whether you’re checking your returns from a lounge in London or reviewing your estate plan from your home office, we believe your wealth should work as hard as you do.
To help you kickstart the next chapter of your financial growth, we’re offering a tiered rewards program for new assets brought under management.
Register by April 15 and initiate a qualifying transfer or deposit within 30 days to select your reward.
How it works
Register by April 15 at 11:59 p.m. EST.
Transfer or deposit qualifying assets within 30 days.
Choose your reward based on your total transfer value.
Select Your Reward Tier
Frequently Asked Questions
Which assets are eligible? Cash deposits and institutional transfers (RRSP, TFSA, non-registered, and corporate accounts) from other financial institutions are eligible. All transfers are processed through our secure, white-glove onboarding service.
Will you cover my exit fees? Yes. We will reimburse all transfer-out fees charged by your current institution for any account transfer over $50,000.
Can I speak to someone before I move my funds? Absolutely. You can book a 15-minute introductory call here to discuss your specific portfolio needs and ensure your transition is seamless.
