- Families
- My Myself
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.
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.
Prime Process
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.
ChangeMakers
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.
Prime WellBeing Podcast
Well-being shouldn't just be an aspiration, it should be something we can actually integrate into daily life. This podcast isn’t just another wellness resource to reflect on and set aside for later; it’s a live, guided experience that offers practical tools in real time.
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 is the Foundation Director and Wellness Advisor at Prime Quadrant.
Rebecca is known for her extensive work as a CEO, investor, founder, facilitator and philanthropist in the health, wellness, and psychedelic healing sectors. She has collaborated with Indigenous communities and world-renowned organizations such as Dimensions Retreats, Holos Global, Kuya Wellness, Othership, Beckley Retreats and Rocanā Ventures where her strategic vision and leadership have been pivotal in creating thriving, healing, and supportive environments.
Rebecca’s passion for wellness transcends traditional business roles. She is a certified yoga instructor, trained in Mindful Self-Compassion (Kristin Neff), and has completed The Foundation of Psychedelic Assisted Therapy (Beckley Academy) and Inner Engineering Program (Sadhguru). She has developed a range of unique offerings, including an online platform, Your Yoga Connection, the half-day silent retreat Consciousness Curation, and the Micro-Mentoring program, all designed to foster mindfulness, movement, wellbeing, and a strong sense of community.
A dynamic public speaker and panelist, Rebecca is celebrated for her ability to connect people and ideas, sparking transformative change across the globe. Her work continues to inspire and influence the future of wellness, guiding both individuals and businesses toward greater health, growth, and connection.
Rebecca holds a Bachelor of Fine Arts from York University.
Sylvia Solit is the Founder of The Prime Process.
Sylvia holds her Chartered Financial Analyst (CFA) designation and has over two decades of portfolio management experience. She has diverse experience in wealth management, managing portfolios for family offices and ultra-high-net-worth clients with more than $1 billion in assets.
A thought leader and public speaker committed to helping companies and investors leverage capital for transformative societal impact, Sylvia works with founders, families, and boards to help them align their goals and core values to facilitate positive change on a broader scale. She is trained in family governance and is passionate about developing next-generation family members.
In addition to her work in wealth management, Sylvia has experience as an entrepreneur. She co-founded The Oasis Institute in South America and successfully exited the venture before shifting her focus to investing to connect consciousness to capital. She has been a member of the CFA Society since 2011 and holds a bachelor’s degree in environmental studies from New College of Florida.
Mo Lidsky is the Chairman and Chief Executive Officer of Prime Quadrant.
Prior to leading Prime Quadrant, Mo built, bought, sold, and managed organizations across a range of sectors, including education, auto restoration, e-commerce, and microfinance. In each of his entrepreneurial ventures, Mo has tried to innovate, disrupt and improve each of the industries he touched.
Philanthropy has always been a cornerstone of Mo’s personal and professional life. He currently serves as Chairman of Prime Quadrant Foundation, sponsoring initiatives that aim to create lasting social impact, with a focus on mental health. In addition, he has sat on the boards of various hospitals and universities in Canada and Israel, including Hebrew University, Mount Sinai Hospital, Haifa University, Jerusalem College for Technology, Holland Bloorview Kids Rehabilitation Hospital, and CAF Canada, where he served as founding Chairman. Mo has also sat on multiple institutional investment committees and served as Chief Executive Officer of Yeshiva University (Canada), overseeing strategic development, recruitment, and the management of the Canadian endowment.
Mo is a frequent speaker on issues that affect affluent families, and is the author or co-author of four books, including: Partners in Preservation: How to Know Your Advisor Is Truly Protecting Your Wealth, The Philanthropic Mind: Surprising Discoveries from Canada’s Top Philanthropists, In Search of the Prime Quadrant: The Quest for Better Investment Decisions, and Selling Snake Oil: Investment Lessons from the World’s Greatest Frauds. Mo’s fifth book, konnect better: unlocking the power of your relationships was released in January 2026
Mo holds multiple degrees, Magna Cum Laude, from Yeshiva University, a Master of Business Administration (MBA) from the University of Toronto, and a Doctor of Philosophy (PhD) from Apsley Business School of London.
Above all, Mo’s proudest achievement is his family. He and his wife, Naomi, have raised five remarkable children, and continue to learn from them every day.
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.
Case Studies
Every family's story is different, but the challenges are often familiar. See how we help families find clarity, alignment, and purpose in their wealth.
What People Often Ask Before Reaching Out
We know that the families we work with are whole people, not just portfolios, and that the challenges most likely to erode long-term wealth and family cohesion are rarely the ones that show up in a quarterly report. We believe that lasting financial legacy is inseparable from personal well-being.
Consciousness connected to capital leads to confidence in how to direct it toward choices that feel meaningful and aligned with a clear, personal sense of purpose beyond financial achievement, supported by a trusted guide who understands the unique pressures of significant wealth.
Life coaching is a generic discipline that helps people set and reach goals. Our offering is designed exclusively for people navigating the specific complexity of significant wealth. We help people who've already reached every goal understand who they are, what their wealth is actually for, and how to show up for the people who matter most to them.
The Four Quadrants work together. A decision in one always affects the others. Your team coordinates across all four so nothing gets managed in isolation.
Connect with
Prime Quadrant
Wealth is personal. The conversation should be too. For families nearing or at $30M+ and a complex, multi-generational scope, we're here when you're ready to talk.