landscape of layered rocky mountains with green forest tops and a valley

Our Story

We started with the belief that Canada’s ultra-affluent families and family offices deserved better.  Better alignment of interests, better diversity of opportunities, better planning, and better outcomes.  We believe that our job is to educate and empower our families to become extraordinary stewards of capital.

Our History

Prime Quadrant was founded as a single family office in the late 1990s. Our founder had accumulated a sizable nest egg through various entrepreneurial efforts and was seeking a wealth management solution that gave him the best opportunity to preserve his wealth. As he canvassed the marketplace, he quickly learned that what he was looking for in an advisor did not exist. Specifically, he was looking for an advisor that would provide him with the following:

  • Aligned advice and unbiased research
  • Diversification across asset classes and geographies
  • Access to best-in-class investment opportunities
  • A disciplined process for managing his family’s wealth
  • Someone to look after all the needs of the family (e.g., education, governance, administration, etc.)

Refusing to settle for the sub-standard solutions that existed in the market, he decided to manage his own capital and established Prime Quadrant. Over time, other families and entrepreneurs approached Prime Quadrant for independent advice, and we eventually evolved into a multi-family office serving over 150 ultra-affluent families. The principles, values and philosophy upon which we were built remain part of our DNA. Today, we are blessed to have a remarkably experienced team, serving families and providing bespoke advice to assist with all their financial needs.

Our Community Support
The mission of the Prime Quadrant Foundation is to improve the quality of life and healthcare in our communities. Every single event we host has the goal of raising money for our community.  Through our charitable initiatives, we have helped raise millions of dollars and are humbled to have served as catalyst donors for transformative initiatives such as the Medical Psychiatry Alliance, the SickKids vs. Limits Campaign and Mount Sinai Hospital's Obstetrical Procedure Room.  

Besides raising millions towards healthcare initiatives through our family office events, we donate our time to our communities. Every year we partner with organizations such as Holland Bloorview Kids Rehabilitation Hospital, Habitat for Humanity, Canadian Cancer Society, and the Breakfast Clubs of Canada by participating in projects that engage our entire team in volunteerism, leadership and civic engagement.
 
Some of our significant beneficiaries have included:
Habitat for Humanity square logo
The Canadian Shaare Zedek Hospital Foundation square logo
SickKids square logo
CAMH Centre for Addiction and Mental Health square logo
Holland Bloorview Kids Rehabilitation Hospital square logo
Princess Margaret Cancer Centre square logo
Mount Sinai Hospital square logo
Baycrest square logo
University of Toronto Faculty of Medicine square logo
Trillium Health Partners square logo

FAQ

Prime Quadrant

What distinguishes you from the competition?
What is the difference between Prime Quadrant and a traditional financial advisor?
What is the difference between Prime Quadrant and a money manager?
What is the fee schedule for Prime Quadrant?
How does Prime Quadrant assist their clients in reducing the fees paid to asset managers?
Do you receive referral fees or other incentives from third parties?
What is the minimum investment size for Prime Quadrant clients?
Does Prime Quadrant offer any tax or estate planning services?
What is your investment philosophy?
How do you assist clients with Impact Investing?
Who is your custodian?

Investing

What is considered a good rate of return on my money?
How do I measure the risk on an investment?
Whom can I trust to help me get the right investment solutions?
What is a normal investment management fee?
What is a hedge fund and how do hedge fund strategies work?
Does it make a difference if I am an Accredited Investor or a Permitted Client?
What are Alternative investments?
How do I protect myself from inflation?
How can I get a properly diversified portfolio?
Contact Us
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Copyright © 2021 Prime Quadrant Corp. All rights reserved. Privacy Policy

The offering, sale, and/or distribution of the products or services described on this website are not intended for any U.S. Person. If you intend to obtain any product or service from Prime Quadrant that is described on this website, you must first inform Prime Quadrant whether you are a U.S. Person. This website and its contents do not constitute an offer or invitation to purchase or subscribe for any securities or a solicitation of any offer to sell any securities to U.S. Persons. “U.S. Persons” are generally defined as natural persons residing in the United States, or entities organized or incorporated under the laws of the United States. U.S. citizens living abroad may also be deemed “U.S. Persons”.

References herein to Prime Quadrant refer to Prime Quadrant Corp., which is registered as a Portfolio Manager and Exempt Market Dealer in Alberta, British Columbia, Manitoba, Ontario and Quebec, and as an Investment Fund Manager in Ontario and Quebec.