In the world of wealth management, family offices represent the pinnacle of personalized wealth management for ultra-high-net-worth individuals and their families. These premier advisory entities surpass traditional financial offerings, providing a bespoke management strategy for substantial wealth.
As foundational elements in the financial ecosystem, family offices play a crucial role in ensuring the seamless transition of wealth across generations, while catering to the expansive visions and personal ambitions of the world's wealthiest families.
For investment management firms, the journey to elevate their fundraising involves the strategic challenge of identifying which family offices are open to discussing new investment opportunities. This endeavor is particularly daunting due to the private and discreet nature of family office operations.
Our database, dakota marketplace, emerges as a pivotal solution in this context as it is an unparalleled database that sheds light on the intricate world of family offices. Our platform is uniquely positioned to bridge the gap between investment firms and family offices, facilitating direct contact information and engagement with both US and international family offices.
In this article we are giving you a list of the top family offices in Canada. To see a full list, you can view this in dakota marketplace.
1. Woodbridge Investment Corporation
AUM: $54B
Metro: Toronto
Woodbridge Investments Corporation operates as a Family Office. The company is headquartered at 4240 Sherwoodtowne Blvd, Mississauga, Ontario, and is associated with the Toronto metro area. It serves as the primary investment vehicle for the family of the late Roy Thomson, the first Baron Thomson of Fleet, and has been led by David Binet since 2012.
Woodbridge Investments Corporation manages an AUM of $54 billion. Established in 2017, it functions as a multi-family office investment platform and is overseen by a dedicated executive management team within a structured governance framework. The firm emphasizes a strategic approach to investment, aligning with the interests of the Thomson family.
2. Wittington Investments Ltd
AUM: $21B
Metro: Toronto
Wittington Investments Ltd operates as a Family Office based in Toronto, Ontario. As the holding company of the Weston group, which includes George Weston Limited, Loblaw Companies Limited, and Choice Properties REIT, Wittington Investments plays a vital role in managing investments and guiding strategic directions within its portfolio.
The organization oversees a substantial AUM of $21 billion and is recognized for its involvement in the Weston family's business empire, encompassing various retail and food companies. With over 200,000 employees across its entities, the Weston group stands as one of Canada's major private sector employers.
3. Kilmer Group
AUM: $20B
Metro: Toronto
Kilmer Group operates as a Family Office, with its headquarters located at 40 King Street West, Suite 2700, Toronto, Ontario. The firm is situated within the Toronto metro area and serves as a multi-generational platform for business development and investment, emphasizing Canadian enterprise and infrastructure. Its operations are built on a foundation of excellence in stewardship and fostering trusting relationships.
Kilmer Group manages an AUM of $20 billion, focusing its investments across three primary verticals: Private Equity, Infrastructure & Real Estate, and Sports & Media. The firm actively engages in its private equity investments, collaborating closely with management teams to drive operational improvements and create long-term value. Additionally, Kilmer Group incorporates alternative investments into its portfolio to enhance diversification and achieve superior risk-adjusted returns, particularly in infrastructure, which provides stable cash flows and long-term appreciation.
4. James Richardson & Sons, Limited
AUM: $10B
Metro: Winnipeg
James Richardson & Sons, Limited is a Family Office organization with a rich history, established in 1857. Headquartered at 3000 One Lombard Place, Winnipeg, Manitoba, the firm is a private family-owned Canadian corporation engaged in diverse sectors such as the international grain trade, agri-food business, energy, real estate, financial services, investments, and transportation within the Winnipeg metro area.
James Richardson & Sons, Limited manages a substantial AUM of $10B. The firm's operations encompass a wide range of sectors, emphasizing involvement in the international grain trade, agri-food business, energy, real estate, financial services, investments, and transportation. With a legacy of over a century, the firm continues to uphold its family-owned and operated structure, reflecting a commitment to diversified business interests and long-term growth strategies.
5. Richter Family Office
AUM: $8B
Metro: Montreal
Richter Family Office operates as a Family Office, headquartered at 1981 McGill College, #1100, Montreal, Quebec. The firm is situated within the Montreal metro area and manages approximately $8B in assets. Its investment strategy encompasses a diverse range of asset classes including public equities, private credit, private real estate, hedge funds, and private equity/venture capital.
The investment team, led by CIO Anik Lanthier, consists of five professionals based in Montreal. The firm is transitioning from global equity mandates to a more focused approach, utilizing a select group of core passive managers complemented by specialized funds targeting specific sectors or regions. The firm primarily serves ultra-high-net-worth clients, with an emphasis on entrepreneurs and an expansion into the U.S. market.
6. Walter Group
AUM: $6.4B
Metro: Montreal
Walter Group functions as a Family Office specializing in investment strategies that blend financial expertise with operational experience. Situated at 1 Westmount Square, Bureau 1850, Westmount, Quebec, the firm primarily invests in both public and private markets, with a preference for internal investments. Notably, they consider opportunities with select private equity managers in Europe.
Walter Group manages a substantial AUM of $6.4B and is located in the Montreal metro area. Their investment approach combines financial acumen and operational insights, focusing on internal investments while being open to niche opportunities within the European private equity landscape.
7. GRI Capital
AUM: $5B
Metro: Toronto
GRI Capital is a Family Office situated at 1 St Clair Ave, #1003, Toronto, Ontario. Specializing in public and private investments, the organization aims to achieve superior risk-adjusted returns. The firm focuses on early-stage fund investments within the crypto startup and protocols space, managing an AUM of $5,000,000,000 in assets under its care within the Toronto metro area.
GRI Capital operates as a Family Office in Toronto, emphasizing investments in crypto startups and protocols. With a substantial AUM of $5B, the firm seeks to generate excess risk-adjusted returns through its strategic approach to public and private investments. The organization's commitment to early-stage funds underscores its focus on innovative opportunities within the crypto sector.
8. BridgeWerk
AUM: $5B
Metro: Calgary
BridgeWerk functions as a Family Office specializing in managing the direct private equity portfolio of the Werklund Family Office. Situated in Calgary, the organization stems from the private investment team of Canadian entrepreneur David Werklund. The firm oversees assets totaling $5,000,000,000 within the Calgary metro area.
9. Lighthouse Wealth Management
AUM: $5B
Metro: Toronto
Lighthouse Wealth Management is a Family Office located at 4400 Chatterton Way, Suite 204, Victoria, British Columbia, operating within the Toronto metro area. The team focuses on growing, preserving, and sustaining wealth for clients, with a specialization in assisting affluent investors and those aspiring to build wealth sustainably across generations.
Lighthouse Wealth Management manages an AUM of $5B and operates as an independent investment advisory team under iA Private Wealth Inc. The team, led by David Charlebois and Stephen Gaskin, aims to convert wealth into positive outcomes for clients and their families, emphasizing long-term financial sustainability and growth.
10. Our Family Office, Inc.
AUM: $3B
Metro: Toronto
Our Family Office, Inc. operates as a Family Office based in Toronto, Ontario. The organization focuses on providing comprehensive solutions to affluent families, partnering with Ballentine Partners LLP to deliver top-tier services. With core competencies in Family Continuity, Investment Management, Integrated Planning, Risk Management, Strategic Philanthropy, and Family Administration, they offer objective advice free from conflicts of interest commonly found in traditional financial services.
The firm manages assets totaling $3B, with a strong emphasis on tax-efficient asset growth and impact investing. Their investment approach prioritizes capital preservation, with 70% allocated to alternatives rather than stocks or bonds. They operate 19 different strategies, each requiring a minimum 3-year track record, and typically start with $15m tickets. The organization's primary goal is to safeguard family fortunes while ensuring sustainable growth and financial stability.
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