Company Summary

We oversee and manage financial and personal affairs with a view to sustaining family wealth and well-being for generations.

As a specialized advisory firm providing integrated planning tied to your family values we can help you realize your goals and manage risk and investments in support of those goals. To provide tailored strategic counsel, we take a holistic view. We consider all aspects of your finances – from family continuity goals to investments, tax, estate and trust to philanthropy.

The expertise of our in-house team, unique approach and specialized services has earned us the reputation of one of Canada’s leading Multi-Family Office firms.

Source: Waterstreet Family Capital Counsel Inc.

Unique Value Proposition

We understand our families intimately – Lasting relationships with our families

Our solutions are purpose-driven – Life-satisfaction when purposes are achieved

We have an inter-generational focus – Comfort that a lasting legacy will be created for generations to come

We are defining the future of this industry- Satisfaction that you have an innovative team working for you

Our experience is unparalleled – Confidence in our recommendations

We have an exceptional network of resources – Peace of mind knowing the brightest and best are at work

We work exclusively with wealthy families – Confidence that we understand your issues

We offer a fee-for-service model – Assurance that our advice is always independent and objective

Source: Waterstreet Family Capital Counsel Inc.

AUM ($Bil)

Year Founded

Unknown

Key Personnel

Tim Cestnick, President
Greg Fletcher, Managing Director
Audrey Robinson, Chief Investment Officer

Address

145 Wellington Street West, Suite 500
Toronto Ontario
M5J 1H8

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