Our Service Offerings

We go above and beyond to serve your family. We build trust with our clients through unparalleled standards of integrity and service excellence. We take an objective and proactive approach to solving a wide range of situations that arise

Investment Management

Family Office

Investment Immigration

Investment Management

Make Informed Financial Decisions with Independent and Objective Advice

Highgate Group continuously seeks out unique and differentiated strategies from across the globe. We only recommend carefully vetted investment managers whose style and performance are best suited to your family’s financial objectives.

Our investment team stays engaged with the managers to challenge any performance gaps. And to help ensure that you stay on track, we constantly monitor your portfolio to ensure that the risk-adjusted returns on your investments are objectively benchmarked.

Our role is to bring thoughtful advice to our families on matters relating to investment selection and portfolio construction.

Our process is simple. Our business model isn’t based on selling investment products. Our approach is fully independent.

We’re compensated only by the families with whom we work. This allows us to source best-in-class managers and offer tailor-made solutions to address each family’s unique and highly personal situation.

In addition, the families that work with us don’t need to liquidate their investments. Instead, our approach seeks to incorporate existing relationships and to craft consolidated solutions.

An Outsourced Chief Investment Officer (OCIO) for Your Legacy

By becoming your outsourced chief investment officer, we focus on optimizing performance and risk management by determining investment strategy, portfolio construction, manager selection and rebalancing.

We have an open architecture to investing and adhere to one critical requirement:

Independence. Complete objectivity in the selection of portfolio components, allocation or structure. Firms can incorporate internal strategies, manufacture specialized products and select opportunities but cannot receive any additional benefit from the selection process. Removal of conflict of interest is paramount.

Highgate Group is a wholly owned subsidy of Echelon Wealth Partners, who is an accredited financial intermediary by the Ministère de l’Immigration, de l’Intégration et de la Francisation.

Family Office

A ‘true’ Family Office should have the following factors:

Independence
Objectivity
Transparency
Discretion
Alignment with Values

The goal is to centralize planning, decision-making, and supervision through a dedicated independent team of experienced professionals.

The comprehensive approach ensures greater efficiency and optimal results. A collaborative group of specialists ensures that the strategies and solutions meet the overall objectives of your family.

Highgate’s team works with families to manage the operational responsibilities that can take up your valuable time. Our specialists oversee lifestyle services, intergenerational wealth transfer, corporate and personal planning opportunities, real estate services, tax solutions and philanthropic strategy. Our team can provide you with performance indicators and develop a roadmap for the next generation.

Cash management is an essential component of a family’s overall financial framework and having an effective advisor who can help manage your liquidity needs can save you time and money.

As part of our portfolio management advisory services, we work closely with families to help identify cash flow needs and the most tax-efficient means of funding day-to-day living expenses. We ensure that the cash you require is available, thereby eliminating the administrative tasks you would typically have to oversee. For business owners, Highgate has a competitive foreign exchange desk providing cost effective exchange rates and hedging solutions.

Investment Immigration

Residency by Investment

Relocate you and your family partially or entirely by making an investment and becoming a full-fledged permanent resident through a Residency-by-Investment Program.

Quebec Immigration Investor Program

Since 1986, the Quebec Immigrant Investor Program has attracted over 65,000 high net worth families. The origins of these foreign investors are from various backgrounds: successful entrepreneurs, C-level executives, professional athletes, and actors. These families’ mutual goal was to invest in their family heritage by obtaining an unconditional right to Canadian permanent residency to build a more prosperous and secure future for them and their families.

Highgate Group is a wholly owned subsidy of Echelon Wealth Partners, who is an accredited financial intermediary by the Ministère de l’Immigration, de l’Intégration et de la Francisation.

Admissibility Requirements

The principal applicant must be at least 18 years of age and must meet the three (3) following conditions:

Investors should have a minimum of two (2) years of managerial experience in the last five (5) years in a legal farming, commercial, or industrial business; whose staff, excluding you, occupies at least the equivalent of two full-time jobs.
Investors and their spouses should have a combined minimum net worth of $2,000,000 CAD.
Investors must sign an agreement to invest $1,200,000 CAD with a financial intermediary (broker or trust company) authorized to participate in the Investor Program.

Citizenship-By-Investment

Completing an investment in this category will enable you to discover the many advantages of immediately becoming a full-fledged citizen of a foreign country.