Prime Quadrant was founded on a simple conviction: that brilliant wealth management is the foundation, not the finish line. We work with ultra-affluent families who refuse to settle on their capital, their relationships, their legacy, and themselves. Serving more than 260 affluent families across North America and consulting on CA$26+ billion in assets, our mission is to elevate wealth beyond the balance sheet by aligning it with the relationships, purpose, and aspirations that define families who expect more. We support families across the full range of their financial needs through our Four-Quadrant Framework: My Wealth, Myself, My Family, and My Impact. We walk alongside families on their journey toward personal wellness, relational health, and purposeful philanthropy, because how we spend our time is what truly matters most. Our culture lives through our PATH values: Purposeful, Authentic, Tenacious and Humble. We are deeply grateful for the work we are privileged to do, the wonderful families we are fortunate to serve, and the exceptional team around us. Demonstrative of our commitment to a strong culture and workplace, Prime Quadrant is proud to be announced as one of the Best Workplaces™ in Canada for 2026. This recognition is awarded by Great Place to Work® following an independent and anonymous Trust Index™ Survey of all Prime Quadrant team members. Explore how we think: www.primequadrant.com
On-site · Toronto
Build and deepen relationships with ultra-affluent families and their professional advisors while supporting estate, trust, tax, succession, and family governance planning. Help grow the practice and its service offerings through business development, trustee consulting, strategic initiatives, and progressively taking ownership of client engagements and revenue.
On-site · Vancouver
Evaluate co-investment opportunities across multiple asset classes by conducting financial modeling, due diligence, market research, and risk analysis. Prepare investment committee memos, coordinate with GP deal teams and legal counsel, support deal execution, and monitor portfolio performance.
On-site · Vancouver
Manage client family relationships and discretionary and non-discretionary portfolios, including preparing and presenting client materials and identifying broader family priorities. Develop investment plans and recommendations, monitor portfolios, coordinate investment execution and tax considerations, and oversee accurate client reporting.
