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

Our Story

We educate and empower you to be an extraordinary steward of capital. We started with the belief that ultra-affluent families and family offices deserved better. Better alignment of interests, better diversity of opportunities, better planning, and better outcomes.

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 190 ultra-affluent families including that of the founder. 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
Trillium Health Partners square logo
Trillium Health Partners square logo