Wealth Management

Gluskin Sheff is Onex’ exclusive private wealth 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.

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 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

Bottom-up research and a thorough assessment of a company and its management help drive investment decisions within our public equity strategies. We look for companies with long term growth and stability, a proven track record, shareholder-minded management and a share price that is trading below our estimate of intrinsic value. We offer various strategies focused on providing different income and return profiles across all market caps and geographies.
FIXED INCOME & CREDIT ALTERNATIVE

Our fixed income & credit alternative strategies provide actively managed, global exposures in a non-equity correlated asset class. Our strategies are able to protect against interest rate risk, which in turn guards against the potential loss of capital that could occur if interest rates rise and, as a direct result, bond prices fall. In addition, we actively manage the credit and geographic exposures of each of our strategies. With a focus on absolute returns and low correlations to equity markets, these strategies form an important part of our clients’ asset mix.

Private Strategies

PRIVATE EQUITY

Our private equity platform focuses on acquiring and building high-quality businesses in the United States, Canada and Western Europe across various market caps. With a focus on execution, rather than macro-economic or industry trends, long term value creation is our only goal.
Private Credit

We invest primarily in non-investment grade credit with strategies focused on CLOs, direct lending, and opportunistic and structured credit. We practice value-oriented investing, employing a rigorous bottom-up, fundamental and structural analysis of the underlying borrowers, coupled with active portfolio management to continually seek to optimize portfolio positioning. We seek to generate strong risk-adjusted returns through credit cycles.

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.