Regulation
Enclave is a Portfolio Manager registered with the securities regulators of Ontario, Québec, Alberta, Prince Edward Island, Nova Scotia, and British Columbia.
Ottawa / Toronto · Independent Wealth Management
Private wealth,
personally managed.
Enclave is an independent Canadian investment firm serving a deliberately small number of families and entrepreneurs — relationships built carefully, over long periods, with the same people. We manage our clients’ capital as we manage our own, because we hold the same positions ourselves.
Accepting new clients by introduction or private inquiry.
What the firm is built on
The relationship
A deliberately small number of families, served by the same people year after year. The portfolio is one part of the work; the relationship is the practice.
Co-investment alignment
Every position we recommend is one we hold ourselves. The same funds, the same equities, the same structures. Alignment at Enclave is not a policy — it is the way the firm is built. What each client holds, and in what proportion, is set to their own circumstances; the convictions behind those holdings are ours as well.
The whole picture
Portfolio, tax, corporate structure, estate, insurance: one team, responsible for how it all fits together. In private wealth, the interaction is the strategy.
What we do
Eight disciplines, one team.
Every dimension of a family’s financial life, held in one place by people who understand how the parts affect one another. Each discipline stands on its own; the work is in how they fit.
Portfolio management
Discretionary mandates built like a barbell: preservation and asymmetric upside.
Strategic tax planning
The after-tax return is the return. Structure decided before the position.
Corporate structures
Holding companies and trusts, treated as part of the portfolio.
Registered investments
RRSPs, TFSAs, RESPs and pensions, sequenced across the household.
Estate planning
Continuity of capital, values, and intent across generations.
Life insurance
A structural tool, deployed when the engineering of the estate calls for it.
Wills & estates
Every document and designation telling the same story.
Risk architecture
The risks beyond the portfolio: concentration, liability, continuity.
From the founder
“The relationships this firm is built on were not built quickly, and they were not built on marketing. They were built on doing the work carefully, over long periods, for a small group of people whose trust was earned rather than assumed.”
How we are held to account
Custody
Client assets are held with an established Canadian custodian, in the client’s name, fully reported. Enclave holds investment authority — never the assets themselves.
Compensation
We are paid by our clients alone. No commissions, no proprietary products, no institutional mandate directing capital anywhere in particular.
An invitation
Begin a conversation.
Engagements begin with a private conversation — about your circumstances, and about whether the fit is right on both sides.
Contact Enclave