Wealth Management

Gluskin Sheff is Onex’ exclusive wealth management platform and one of Canada’s pre-eminent wealth management firms. Since 1984, Gluskin Sheff has managed portfolios for high net worth private clients as well as select institutional investors, including family offices, foundations, endowments and both public and private pension plans. We are committed to helping clients meet their long term goals by integrating wealth planning, a robust investment platform and the highest level of personalized service. As of September 30, 2021, Gluskin Sheff clients had $6.6 billion of fee-generating capital invested in Onex' public and private strategies.

 
 

Wealth Planning

Our wealth management service is underpinned by our thorough understanding of each client’s lifestyle, goals and overall financial picture. Through our wealth planning process, we gain the insights necessary to thoughtfully manage our clients’ investments and design a financial strategy to meet their goals and aspirations. Our Wealth Planning team also collaborates with client advisors (e.g. accountants, estate lawyers, insurance advisors) to ensure all elements of the clients’ financial situation are properly structured and aligned to meet their objectives.

Wealth Planning
WEALTH PLAN Life is complex and full of changes. A solid wealth strategy is more than just income and expenses, it focuses on your life and brings clarity to your financial path.
 

Investment Management

We are long-term investors and build portfolios designed to meet clients’ long term financial goals.

We offer a unique opportunity for investors, tailoring portfolios to put their capital to the highest use, with risk and reward customized to their unique financial goals. Our clients benefit from exclusive access to sophisticated strategies across equities, fixed income and alternative asset classes in both public and private markets.

Public Strategies

  • PUBLIC EQUITY
  • FIXED INCOME & CREDIT ALTERNATIVE

Private Strategies

  • PRIVATE EQUITY
  • Private Credit
 
 

Competitive Advantage

Our clients benefit from elevated service delivered through astute wealth planning and sophisticated investment strategies. We know our clients are as individual as their successes, which is why we develop portfolios as dynamic and distinct as the leaders, creators and innovators we serve.

We have a legacy of providing a seamless and highly personalized client experience encompassing all wealth needs. As we continue to evolve, our mission remains the same: to prioritize capital preservation while meticulously researching new opportunities to help clients grow their wealth and achieve their goals.

For further information on Gluskin Sheff, please visit gluskinsheff.com.