Founded in 2001, One Capital Management brings together a diverse group of founding partners hailing from Canada, Sweden and the United States. Guided by the vision of building an investment advisory firm based on a fiduciary model - at the forefront of our core values is our commitment to honesty, integrity and always putting our clients’ interests first.
Over the years, our firm has grown to 51 professionals who are dedicated to serving roughly 1,500 clients–consisting of individuals, families, institutions, and foundations. We now manage approximately $3 billion in assets.
Last year marked a significant development at our firm as we entered into a strategic partnership with CI Financial; one of the largest financial services firms in Canada, managing US $182 Billion in assets. Our partnership with CI Financial provides us significant resources to invest in our business, enabling us to continue to offer our clients excellence in wealth management.
We are proud of our heritage and our unwavering commitment to preserve and grow our clients’ assets through unparalleled client service and a commitment to excellence in all that we do.
To be your trusted advisor in navigating the complexities of families & wealth. Driven by a holistic goals-based approach, we strive to understand each client’s unique financial circumstances in order to customize the right family solution to achieve their financial goals, dreams and aspirations…