Prime Quadrant is an investment research and consulting firm.

Canada’s Leading Investment Research & Consulting Firm

Prime Quadrant helps high-net-worth individuals and families make better investment decisions by supporting all their wealth management needs. Prime Quadrant consults* on over $15 billion of assets (across all asset classes) and our team of talented professionals works based on a unique service model, which reduces conflicts of interest and empowers families to reach their long-term goals.


Core Values

In every interaction with our clients, our goal is to help them make better investment decisions. We try to achieve this goal by following our core values and business practices:

Uncompromising Integrity

“Honesty has no price”
We are committed to putting the investor first. Our unmatched alignment of interest with our clients gives them confidence that we are always in their corner.

Investor Empowerment

“Investing with you, not for you”
We educate investors – not simply allocate their capital – giving them the knowledge, confidence and comfort to make better investment decisions.

Raising the Bar

“Passionate about perpetual improvement”
We have no tolerance for mediocrity, constantly setting a higher standard for ourselves and our industry. Our search for the best strategies, practices and investment talent never ends.

Discipline and Process

“Find the facts and let them speak”
We are laser focused on processes and facts, rather than whims and sentiment. Clients appreciate the clarity we bring them, and better investment decisions depend on it.


“Expanding knowledge, learning from everyone”
We know when the right question is more important than the right answer. By starting every “what” with “why” we maximize success for our Prime Quadrant clients.


*For many of our clients, we provide consulting services for all of their assets and use the Assets Under Consultation metric of measurement as we believe we have an impact on all assets held by clients whether or not we directly introduced those assets to them or not. Assets Under Consultation is different from the more traditional Assets Under Management metric of measurement.

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”.

Copyright © 2021 Prime Quadrant. All rights reserved.