Experience a partnership rooted in trust, transparency, and alignment.
Viewpoint Private Wealth offers boutique wealth advisory services dedicated to providing tailored stewardship of our and our clients’ wealth. As part of Viewpoint Investment Partners Corporation—a family-founded, Calgary-based investment management firm established in 2016—we bring a personalized, strategic approach to wealth management, ensuring that every aspect of our clients’ financial well-being is thoughtfully guided and expertly managed. We have an asset owner and investor mentality in everything we do.
Investor-Focused, Investor-Led
We are aligned with our clients.
Enjoy personalized financial planning and investment management aligned with your unique financial vision. We ensure every decision we make is tailored to meet your aspirations. Trust, transparency, and shared objectives form the foundation of our client-centric approach.
We are evidence-based and experienced.
By combining data-driven insights with seasoned experience, we craft personalized strategies that help you achieve your financial goals confidently. Trust our proven methods and knowledgeable team to guide you through market complexities and secure your financial future.
We use innovative, cutting-edge techniques.
Our forward-thinking approach integrates the latest tools and strategies to optimize your wealth management experience. With a focus on modern solutions and continual adaptation, we ensure your investments are positioned for growth and resilience in an ever-changing market.
BUILDING TRUST, CREATING LASTING PARTNERSHIPS
At Viewpoint Private Wealth, we believe that trust is the foundation of every successful client relationship. Our commitment is to build and nurture long-term partnerships rooted in transparency, integrity, and a disciplined approach to stewarding our clients’ capital. We serve both private clients and institutional investors, working collaboratively to achieve their financial and investment goals. *Call-outs for these found below*
Private Wealth Management
We provide wealth management solutions designed to preserve and grow our clients’ capital while aligning with their unique financial goals. Using a customized Investment Policy Statement, we build a fully-tailored portfolio that reflect individual risk tolerance, time horizons, and legacy aspirations. Our dedicated team offers proactive stewardship, ensuring that wealth is managed with precision, care, and a long-term perspective.
Institutional Investment Management
We partner with institutional investors to deliver sophisticated portfolio management solutions rooted in rigorous research, risk management, and strategic asset allocation. Whether working with foundations, endowments, family offices, or pension funds, our approach is designed to enhance capital efficiency, maximize returns, and maintain stability through changing market conditions. Our commitment to disciplined investment strategies empowers institutions to achieve their financial mandates with confidence.
YOUR PARTNER IN FINANCIAL GROWTH
We believe wealth management is more than just numbers; it’s about understanding your life, aspirations, and values. With a client-first approach, we offer personalized strategies to help you achieve your financial dreams and create lasting prosperity.
We are committed to building lasting client relationships by aligning our services with your unique goals. Through evidence-based, data-driven practices and a deep understanding of market trends, we provide clarity and confidence in an ever-changing financial landscape.
We are driven by a passion for innovation and a commitment to delivering superior outcomes for our investors.
Navigate the complexities of investing with our expertly managed portfolios. We blend traditional investment and finance principles with cutting-edge technologies to maximize returns and manage risks, helping you grow your wealth consistently.
OUR APPROACH
- Client-Centered Strategy – We tailor portfolios to align with each client’s financial goals, risk tolerance, and time horizon.
- Active & Dynamic Management – Our team continuously monitors market conditions and adjusts allocations proactively to capitalize on opportunities and mitigate risks.
- Diversification & Risk Control – We implement a well-balanced asset allocation strategy, ensuring broad diversification to enhance stability and resilience. We use risk-allocation techniques that have been build over decades of internal research.
- Data-Driven & Fundamental Insights – Our investment decisions are backed by in-depth research, leveraging both quantitative analysis and fundamental market expertise.
- Long-Term Value Creation – We focus on sustainable growth, identifying high-quality investment opportunities that stand the test of time.
We manage portfolios on a discretionary basis, allowing our experienced Portfolio Managers to take full responsibility for the design, execution, and ongoing management of client portfolios. Guided by each client’s unique Investment Policy Statement, we make strategic investment decisions that align with their financial goals, risk tolerance, and long-term objectives.
TEAM
A team that’s
on point
Viewpointers are a cohesive and multidisciplinary team defined by a culture of academic rigor and intellectual honesty. We bring together backgrounds in portfolio management, quantitative finance, datalogy, mathematics, medicine, physics, and other relevant disciplines to find better solutions for our clients.
Meet the team
A partnership built on trust, transparency, and expert guidance for your financial future.
Personalized strategies and data-driven insights to help you achieve lasting prosperity.
Viewpoint Private Wealth (“VPW”) is a division of Viewpoint Investment Partners Corporation (“VIPCo”), a boutique investment management firm headquartered in Calgary, Alberta, Canada. The materials on this website are intended solely for clients and prospective clients of Viewpoint Private Wealth, a division of Viewpoint Investment Partners Corporation, and are not intended to solicit business from U.S. residents. VPW operates as part of VIPCo’s Portfolio Management business and is committed to delivering full service private wealth management with the passion for innovation and commitment to delivering superior outcomes for our investors associated with VIPCo.