Discretionary Investment Management

Access Family Office Corp. provides discretionary investment management for business owners, professionals, high-net-worth clients, and widows who want a coordinated approach to their portfolio, financial plan, and long-term wealth objectives.

Every investment decision is made within the context of your broader financial picture, including tax planning, retirement income, estate planning, risk management, cash flow needs, and legacy goals.

Investment Management Informed by Your Plan

At Access Family Office Corp., discretionary investment management begins with understanding your complete financial structure, not just your portfolio. We consider your goals, time horizon, risk profile, tax considerations, cash flow needs, and long-term planning priorities before making investment decisions on your behalf.

This planning-led approach will assist you when making the decisions regarding life you are building, the responsibilities you carry, and the legacy you want to protect.

Our discretionary investment management strategies include advice and guidance on:

Portfolio construction and asset allocation
Investment selection and ongoing monitoring
Tax efficient investment management
Risk management and portfolio rebalancing
Retirement income and cash flow planning
Achieving broader financial, estate, and legacy objectives

Your portfolio should not exist in isolation. Access connects investment management with financial planning, tax considerations, estate goals, and long-term wealth strategy, helping every decision work toward the bigger picture.

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.

Our portfolio managers are able to access all different types of securities and investment opportunities which may not be available to all investors. These strategies are evaluated within a disciplined framework and used where suitable and 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. Decisions are made in the context of each client’s broader financial structure, objectives, and risk profile 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 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.

$ 150 M+

In client assets

150 +

Families Served

100 +

Years of advisory experience & Multi-generational Planning

50 %

Fee-based advice

2M - 0 M+

Average client relationship

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 profile 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 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.

Choose How Access Supports You

Access offers flexible financial planning and wealth management services designed to meet clients where they are. Whether you need focused insurance guidance, collaborative financial planning, full-service planning support, or complete wealth management with active investment management, our team helps you make confident decisions across your wealth, business, family, and future.

Access Formula

We’ve developed and refined a proprietary planning framework we call the Access Formula – our disciplined approach to guiding clients through complexity, addressing critical life and wealth events, and helping them move forward with clarity and confidence.

Step 1

Understanding What's Important To You

Our process begins with a clear understanding of your family’s long-term objectives, values, and priorities. This foundation informs every planning and investment decision, ensuring recommendations remain aligned with what matters most over time.

Step 2

Financial Assessment & Base Plan

This collaborative stage focuses on gathering and organizing relevant financial information to establish a clear baseline of your current position and potential long-term outcomes. Using prudent, planning-based assumptions, we develop an initial framework that informs future planning and decision-making.

Step 3

Plan Review & Collaboration

This stage involves a detailed review of the base plan to confirm accuracy, validate assumptions, and ensure all relevant information has been captured. Collaboration at this point helps refine the plan and establish alignment before moving forward to implementation.

Step 4

Strategies & Recommendations

At this stage, we evaluate and develop planning strategies designed to enhance tax efficiency, improve income coordination, and support the orderly transition of personal and corporate assets over time. Recommendations are considered within the context of your broader financial structure and long-term objectives.

Step 5

Implementation

Once strategies and timelines are agreed upon, we coordinate implementation in collaboration with your existing professional advisors or, where appropriate, with trusted specialists aligned with our team. Our role is to ensure execution remains organized, timely, and consistent with the broader plan.

Step 6

Roadmap for Future Meetings

We establish a customized roadmap for future meetings to ensure each discussion is purposeful, structured, and aligned with defined planning objectives. This approach supports continuity, accountability, and progress over time.

Step 7

Ongoing Monitoring

Ongoing monitoring ensures your plan remains aligned as markets, regulations, and life circumstances evolve. Through regular review and oversight, we coordinate the many moving parts of your financial structure so decisions remain informed, timely, and consistent with long-term objectives.

This approach allows clients to maintain focus on the broader picture while we manage complexity, execution, and follow-through behind the scenes.

Client Testimonials

“Great experience working with this team. They are professional, knowledgeable. Highly recommend!”