By design, our client list is small to ensure the hands-on attention that’s a Greystone hallmark.  For the same reason, we don't participate directly in the private wealth or mutual fund arenas.

Individual investors have access to our investment expertise through our carefully selected relationships with some of Canada's finest financial services organizations, including RBC Private Counsel, RBC Investment Management, Hartford Investments, GreatWest Life, CIBC-Wood Gundy, and SSQ Financial Group.   We invite you to contact these institutions directly.

Greystone's pooled funds are available to members of certain defined-contribution pension plans.  Please contact your plan administrator.