U.S. Resident Private Wealth Management

  • For U.S. resident clients, Campbell Financial Advisors, through their referral arrangement with Guardian Capital Advisors LP, ensures a dedicated portfolio advisory team for the discerning U.S. resident investor.
  • Client portfolios are managed from here in Toronto, or indirectly through Alexandria Bancorp in the Caymans.
  • Personalized discretionary strategies for your investment portfolio is guided by an individualized investment policy statement
  • Investment Portfolios are designed with tax effective money management strategies
  • Detailed consolidated reporting