Discretionary Investment Management
Offered by Access Family Office Corp.
Discretionary investment management provides the freedom of knowing portfolio decisions are handled with discipline and accountability – while maintaining access to investment opportunities that support long-term family wealth.
At Access Family Office, investment decisions are made within the context of a comprehensive planning framework. We begin by developing a clear understanding of your overall financial structure, priorities, and long-term objectives.
From there, we design an integrated strategy that extends beyond investments to include tax and financial planning, estate planning, risk management, and retirement planning—delivered through a transparent, fee-based structure aligned with long-term value.
Discretionary investment management through Access Family Office Corp. allows clients to focus on what matters most, while we provide the oversight, coordination, and execution required to support their financial objectives over time.
Wealth Management
Made Simple
As discretionary portfolio managers, we assume responsibility for portfolio decisions – allowing trades to be executed efficiently and thoughtfully, without requiring day-to-day involvement from clients.
As accredited investors, our portfolio managers are able to access all different types of securities and investment opportunities – even those not available to the general public. These strategies are evaluated within a disciplined framework and used where appropriate to complement traditional portfolios.
Discretionary management also allows for greater efficiency in portfolio construction and cost management, supporting long-term outcomes through disciplined oversight, risk management, and execution.
How Fee-Based
Investing Works
Fee-based investing provides ongoing portfolio oversight and alignment between advisor and client. Rather than being compensated by individual transactions or products, our advice is delivered through one transparent, tax deductible fee that includes all our services.
Portfolios are actively monitored and managed within a disciplined framework, incorporating both public and private investments where appropriate. Decisions are made in the context of each client’s broader financial structure, objectives, and risk considerations.
Clients also benefit from integrated advice across their financial lives. Our portfolio managers work collaboratively with tax, legal, and other professional advisors to ensure strategies remain coordinated and aligned as circumstances evolve.
This approach supports continuity, accountability, and clarity – key advantages of a fee-based relationship.
Safety & Security
of your Wealth
All client assets are held directly at Fidelity Clearing Canada ULC, an independent third-party custodian and subsidiary of U.S.-based Fidelity Investments, which oversees approximately $15 trillion in assets under administration globally. Access Family Office Corp. does not take custody of client assets or handle client funds, ensuring a clear and deliberate separation between portfolio management and asset custody.
Fidelity Clearing Canada is responsible for approximately $380 billion in assets under custody as of January 6, 2026. The firm is a member of the Canadian Investment Regulatory Organization (CIRO) and the Canadian Investor Protection Fund (CIPF), providing clients with institutional-grade safeguards, independent reporting, and strong investor protection.
Why Use an Independent Portfolio Manager?
As an independent Portfolio Manager, Access Family Office Corp. is not constrained by proprietary products or distribution requirements. This independence allows investment decisions to be made objectively – based solely on suitability, risk considerations, and long-term objectives.
Our portfolios may incorporate public, private, and alternative investments where appropriate, selected within a disciplined framework and aligned with each client’s broader financial structure.
Independence also supports a planning-led approach. Investment decisions are coordinated with tax, estate, and broader financial planning considerations to ensure portfolios remain aligned as needs and circumstances evolve over time.
Access Family Office Corp. offers the kind of personalized service that only an independent portfolio manager can bring. Our expertise is always just a phone call away.
Discretionary Investment Management in Toronto, Mississauga, Ancaster and Southern Ontario.
Let the financial experts at Access Family Office Corp. grow and manage your investment portfolio with customized investment strategies that save you money in fees and taxes while getting you closer to your financial goals. We’re a full-service wealth management firm dedicated to preserving your family’s wealth.