Two people enjoying a meal overlooking a lake with mountains

Who You Are Shapes
What Your Wealth Is For

Significant wealth changes what you can do. It also changes what's asked of you. We help you stay clear on who you are, what you want, and what your wealth is for.

“Money can buy access, opportunity, and security, but it cannot buy meaning, purpose, or identity. ”
Rebecca Nicholson - Foundation Director and Wellness Advisor
SERVICES

Myself

Most families need more than a financial manager for their personal lives. They need someone who sees and supports the whole person with genuine expertise in well-being and one clear strategy for living well.

A man standing next to a horse

Self-Discovery & Awareness

The Prime Process is a six-week experience for founders and entrepreneurs who want to bring greater alignment to how they live, lead, and create. At the heart of it is a five-night retreat in Costa Rica, with thoughtful preparation, deep reflection, and integration in service of lasting clarity and meaningful change.

Wellness Coaching

ChangeMakers is a highly personalized one-on-one wellness experience for Prime Quadrant clients. It’s designed for individuals navigating complex lives who want thoughtful support, absolute discretion, and a trusted guide. We build a plan that fits your pace and connect you with the right support, whether that is coaching, specialist referrals, or immersive experiences.

Conscious Capital

There are seven distinct relationships ultra-affluent individuals can have with wealth, each with its own logic, characteristic blind spots, and pathway forward.  Prime Quadrant helps our clients recognize their current decision-making lens and what could be unlocked at another level of consciousness. 

The Specialists Behind Your Strategy

It is rare for a wealth management firm to offer wellness services. Significant wealth solves many problems. But it quietly creates others: ones that aren't easily addressed by a financial advisor.

Rebecca Nicholson

Foundation Director and Wellness Advisor
Toronto
VIEW BIO

Sylvia Solit

Founder, The Prime Process
Miami
VIEW BIO

Mo Lidsky

Chairman and Chief Executive Officer
Toronto
VIEW BIO
Four-Quadrant Framework

Who You Are Is Only the Beginning

Myself is one of Four Quadrants we work across with families. The other three matter just as much as the wealth itself.

My Wealth

Managing money on mission, with discipline, alignment, and expanded solutions.

My Family

The people who carry it forward, and the governance that gives them a shared language to do so.

My Impact

What your wealth makes possible when the goal is lasting change instead of a bigger cheque.

What People Often Ask Before Reaching Out

Connect with
Prime Quadrant

Wealth is personal. The conversation should be too. For ultra-affluent families with a complex, multi-generational scope, we're here when you're ready to talk.

  • TORONTO
  • MONTREAL
  • VANCOUVER
  • NEW YORK
  • MIAMI