Your Wealth.
Managed Around You.

Investment management is at the heart of what we do. We take the time to understand your goals and circumstances, then build and manage a portfolio suited to you. When you need support beyond your investments, wealth planning helps bring your broader financial priorities together.

Our fiduciary duty means acting with care, honesty, and in your best interests. We take that responsibility seriously in the decisions we make on your behalf. 

Two Pillars.
One Philosophy.

A simple, unified framework for managing
your wealth.

Two Pillars.
One Philosophy.

A simple, unified framework for managing your wealth.

A Portfolio Built Around
Your Priorities.

Everything begins with Discovery

Your goals, risk profile, time horizon, and liquidity needs shape your portfolio. These are set out in your personalized Investment Policy Statement (IPS), the framework that guides how your investments are managed.

Our Portfolio Managers make the day-to-day investment decisions, drawing on equities, fixed income, and alternative strategies. We monitor risk and review your portfolio with you regularly to keep it aligned with your needs.
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Support Beyond
Your Portfolio.

Your plan informs your IPS

Retirement, business ownership, family priorities, and transferring wealth can bring additional financial decisions into focus. Wealth planning helps you understand how those decisions connect and what they mean for your investments.

You can focus on one planning area or bring several together in a comprehensive plan. We work alongside your accountant, lawyer, and other professionals, with relevant planning priorities reflected in your IPS.
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OUR COMMITEMENT TO YOU

Your Interest
Come First


Our fiduciary duty means acting with care, honesty, and in your best interests. We take that responsibility seriously in the decisions we make on your behalf.

No Commissions, Just Clear Fees


Our investment management fees are based on the assets we manage for you. We do not receive sales commissions for this service, and we explain the fees and costs that apply to your relationship. 

Open Communication


Your Portfolio Manager is your point of contact for questions about your investments. Clear reporting and regular conversations help you understand how your portfolio is performing and how it relates to your goals. 

A Team
Working Together


Your Portfolio Manager draws on the experience and insight of our investment team. We work together to manage your portfolio and provide attentive, coordinated service. ​

GET STARTED

Your Goals.
Our Starting Point.

Seak with a Portfolio Manager about your financial priorities and how our investment management services could work for you.

FAQ

Your first meeting is a conversation to get to know each other. We discuss your goals, financial circumstances, current investments, and any concerns you have. You can ask questions and learn how we work, so we can explore whether Palos is the right fit for your needs.

Ask about your Portfolio Manager’s experience, our investment approach, and how we would manage your portfolio. It is also useful to discuss fees, reporting, and how we will communicate with you. Bring any questions that matter to you, including what a transition to Palos would involve.

Your assets are held securely at independent financial institutions. We work with custodians including National Bank, Fidelity, RBC, and Interactive Brokers. Your custodian holds your assets and provides account statements, while Palos focuses on actively managing your investments.

The Palos team has a duty to act in your best interests when managing your investments. This means acting with care, honesty, and integrity, making decisions that reflect your goals and circumstances, and addressing conflicts of interest appropriately.

You receive portfolio reports at least quarterly, showing performance, account value, and transactions. Your Portfolio Manager also reviews your portfolio with you regularly, including at least once a year. Between reviews, you can contact us with questions or let us know about changes in your circumstances.