Empowering Families
For The Future
Advice you trust. Peace of mind you deserve.
We are Prime Quadrant
Our mission is to empower families for the future. We educate and empower you to be an extraordinary steward of capital.
We began with the belief that ultra-affluent families and family offices should have access to institutional-quality options—offering aligned interests, a diversity of opportunities, exceptional planning and predictable outcomes.

Purposeful
We focus on helping families achieve their highest priorities and empowering them to make better decisions.

Authentic
We are always aligned, transparent and squarely in the client’s corner. Our integrity and independence are our most valued asset.

Tenacious
We are relentless learners who prize excellence, always seeking to set a higher standard for ourselves and our industry.

Humble
We value those around us, recognizing that nothing meaningful can be achieved without our collective efforts.
Our Values
We are Prime Quadrant
Our mission is to empower families for the future. We educate and empower you to be an extraordinary steward of capital.
We began with the belief that ultra-affluent families and family offices should have access to institutional-quality options—offering aligned interests, a diversity of opportunities, exceptional planning and predictable outcomes.
Our Values

Purposeful
We focus on helping families achieve their highest priorities and empowering them to make better decisions.

Authentic
We are always aligned, transparent and squarely in the client’s corner. Our integrity and independence are our most valued asset.

Tenacious
We are relentless learners who prize excellence, always seeking to set a higher standard for ourselves and our industry.

Humble
We value those around us, recognizing that nothing meaningful can be achieved without our collective efforts.
Prime Quadrant At A Glance
Years of Combined Relevant Experience
Ultra-Affluent Families
Assets Under Consultation ⁽¹⁾ in CAD
Families Empowered Through Education
Team Members, and Growing
Years Serving Families
⁽¹⁾ This figure represents Assets Under Consultation ™ (AUC) as of 9/30/2024 for Prime Quadrant, which is a different standard of measurement than discretionary Assets Under Management (AUM). We believe AUC fairly represents our comprehensive service model. We provide strategic consulting solutions across our client families’ entire universe of assets, regardless of the nature of those assets, how they were sourced or where they are custodied.
Recent Blogs

Navigating a Shifting Global Landscape

The Importance of Financial Literacy for Women
Prime Quadrant Market Outlook: Q1 2025

Canada Faces Uncertainty as Trump’s Tariff Threat Looms

Proroguing of Parliament: What Ultra-High Net Worth Families Should Know

Daily Musings: How Personal Growth Transforms Business and Life

Navigating Uncertainty: How Families Can Prepare for a New Paradigm for Canada-US Relations

Incentives

The Hero’s Journey of the Family Investor

Prime Quadrant Access LPs – In Search of a Simpler Path

Family Dynamics – It’s More Important Than You Think

Inflation or Deflation – Why It Matters So Much

Three Crisis Strategies to Avoid

Should Families Invest in Hedge Funds?

ESG and Investing – No Longer a Choice

Best Practices in your Family Office Macrocosm™

Our Investment Principles

When Do We Tell The Kids How Much We Have?

Managing Private Fund Allocations

Your Family’s Most Important Goals

2021 – A Dickens Of A Year

Incorporating Tax in your Investment Planning

Auditing Your Family Office Macrocosm™

Is Your Family Office Secure from the Cyberworld?

Governance and the Family Enterprise

Why China Matters So Much To Your Portfolio

What to Make of SPACs?

Family Investing as a Hero’s Journey: What Would Rocky Do?

Monkey Predictions

CRM 2: Suitable, But Not Sufficient

Deferred Maintenance

Conflicts of Interest

Thank You, 2020: Lessons I May Not Have Learned Without You

Analyzing Real Estate Trends in a post-COVID World

Have You Thought About Your Exit Strategy?

Here to Stay: Why Private Equity Continues to Grow

Never, Hasn’t, Can’t and Won’t

Taking your Family to the Next Level

Building Wealth with Mutual Trust

Checklist Due Diligence

Funding Today, Fiscal Deficit Tomorrow

Being 100% Right on the Trend and 100% Wrong on the Execution

Family Cohesiveness: Learnings From The Pandemic

Howard Marks’ Memos

How Liquid Should We Be?

How Do I Know I’m Making the “Best” Decisions?

Fighting Complacency

Introduction to Rebalancing

Choosing Great Investments

Algorithms, Robo-Advisors and Investment Automation

Inadequate Diversification

Having a Carpenter Instead of a General Contractor

Home Bias Investing

Reactionary Investing vs. Strategic Investing

Failing to plan, planning to fail

My Barista’s Inspiration for the Year Ahead

The Brilliance of Avoiding Stupidity

The Five-Point Path to Generational Wealth Transfer – Part I

Investor Biases: Frame Dependence

Are You Clueless About The Financial Investment Fees You Pay?

The Real Truth About Financial Fees
