C-suite Invest is a premium, personalised investment service designed for senior executives. It offers bespoke financial strategies, global investment opportunities, and lifelong advisory support to help you manage and grow your wealth effectively while balancing your professional and personal goals.

You can access a diverse range of investments, including:

• Global equities and bonds
• Property investments (local and offshore)
• Alternative investments (like hedge funds and private equity)
• Tax-efficient options, including TFSAs and retirement annuities
• Custom portfolios aligned with your risk profile and financial goals

A financial needs assessment is a personalized consultation with your wealth manager to identify your financial objectives—whether it’s retirement planning, tax optimisation, or capital growth. This process ensures that your investments align with your lifestyle and long-term goals.

During your initial consultation, we’ll conduct a comprehensive risk assessment to align our investment strategies with your personal risk tolerance and financial objectives.

Yes! Your membership extends to your family, giving them access to expert financial advice and personalised wealth management strategies, ensuring their financial security alongside yours.

C-suite Invest provides flexibility, allowing for quick access to your funds depending on the investment type. Your wealth manager will guide you through any withdrawal processes and help you manage liquidity effectively.

Our fees are competitive and transparent, with no hidden charges. You will receive a detailed breakdown of management fees, advisory fees, and any additional costs during the onboarding process.

Getting started is simple:

1. Book a financial needs assessment with your wealth manager.
2. Review your personalized investment plan.
3. Begin your investment journey with ongoing guidance and support.