Firm Overview

For more than 35 years, Gluskin Sheff has served the wealth management needs of high-net-worth families, family offices and institutions. We are uncompromising in our commitment to providing highly personalized client experiences that meet and exceed your exacting standards.

Throughout our history, we’ve looked for ways to extend our professionalism and diligence to support the many facets of our clients financial life. While remaining true to our values has been core to our success, our clients benefit from our adaptability and foresight as markets gain in complexity.

By partnering with Onex, we have accelerated our transformation to meet the needs of our clients in a low-yield environment. Together, we offer attractive alternative products typically reserved for institutions and family offices. We develop portfolios from the ground up to put our clients capital to the highest use, leveraging a customized risk and reward profile.

As our evolution continues, we remain a fiercely independent wealth manager committed to taking a long-term perspective on investing to help clients achieve their version of success.

Ownership

Gluskin Sheff is owned by Onex.

Investment Philosophy

We are long-term investors, combining our more than three decades in public markets with Onex’ sophisticated private strategies. We take tremendous pride in offering all our clients a level of service that is typically only accessible by the world’s most successful institutions and wealthiest families.

Public strategies. We look for companies with long-term growth and stability, a proven track record, shareholder-minded management and a share price trading below our estimate of its intrinsic value. Our strategies focus on providing different income and return profiles across all market caps in Canada, the United States and international markets.

Private strategies. In a low-yield environment, the traditional 60/40 asset mix may not be sufficient to achieve your goals. By partnering with Onex, we can offer clients a wider range of alternative options to ensure their portfolio is future ready.

What Sets Us Apart

Future-ready portfolios

Our sophisticated wealth management offering integrates our comprehensive wealth planning services with unique private and public investment vehicles to help clients meet their unique financial needs.

Diversified & global investing

We offer exclusive access to sophisticated investment strategies across equities, fixed income and alternative asset classes in both public and private markets.

Complete alignment of interests

Trust a team invested in the same strategies as our clients, who will be stewards of their wealth and put their interests first. Our clients’ money is managed alongside assets that are very near and dear to us: our own.

Personalized client experience

Our clients take comfort knowing there is a team of professionals overseeing all their wealth management needs and creating value at every touchpoint to bring their goals to life – it’s a core tenant of our client-first ethos.

Reporting & Communication with Clients

Each client relationship and portfolio is managed by a devoted group of individuals from the Client Wealth Management team who are always available to answer questions. In addition, we offer:

• One-on-one portfolio review meetings with our Client Wealth Management team and members of our investment team;
• Detailed monthly and quarterly portfolio reporting via our online Client Portal;
• Quarterly updates with market and economic research and wealth planning commentary;
• Quarterly conference call and webcast updates;
• Educational events and investor presentations;
• Thought leadership and economic commentary.

Safeguarding of Investor Assets

All client assets are held in trust at an independent third-party custodian. Gluskin Sheff never takes custody of any client assets.