Coleford is one of Canada’s leading boutique wealth management firms. For over 29 years, families, charitable foundations and institutional clients have chosen us because they want a firm committed to their financial well-being.
A Different Mindset, a Better Outcome
We have a conservative mindset and a proven investment philosophy that does not deviate based on temporary trends. We first and foremost focus on preserving our clients’ capital while investing in high-quality companies with an emphasis on patiently holding for the long-term. Since we are employee owned, we have complete independence which allows us to select investments without external influences.
Our client service mindset is to be “family” oriented. We enjoy working with all members of the family or organization whether in a group or one-on-one. To complement this family relationship, we provide in-depth strategic financial planning (for a family or organization) that lays out the steps required to achieve their financial goals.
The outcome, as many clients say, “it allows them to sleep at night”.