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 September 30, 2020, Gluskin Sheff clients had $5.7 billion of fee-generating capital invested in 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 also long term investors and build portfolios designed to meet clients’ long term financial goals.

We combine Gluskin Sheff’s expertise in stock and bond investing with Onex’ excellence in private equity and private credit to offer a robust and diversified asset allocation platform. This enables us to build personalized portfolios for each client – combining the public and private investment vehicles suitable to their unique objectives, liquidity needs and risk profiles.

This sophisticated approach to asset allocation is typically only accessible to the world’s most successful institutions and wealthiest families.

Public Strategies

  • PUBLIC EQUITY
  • FIXED INCOME & CREDIT ALTERNATIVE

Private Strategies

  • PRIVATE EQUITY
  • Private Credit
 
 

Competitive Advantage

We are committed to providing our clients with a unique and unmatched experience. Our clients benefit from access to leading investment strategies, a sophisticated asset allocation approach, and a distinguished level of service.

Across the organization, Onex has 175 investment and wealth professionals with expertise in public and private markets. Gluskin Sheff leverages Onex’ global scale and relationships to partner with leading third-party investment managers to enhance client portfolios.

We complement our wealth management services with educational and lifestyle events focused on tax and estate planning, financial market trends, geopolitical insight and business leadership. We also strive to engage the next generation of our clients’ families in conversations about multi-generational planning, business succession and investing.

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