Patient money for families who plan in decades.
Driftwood Capital Partners manages portfolios for Canadian families, foundations and private owners from a small office on De Grassi Street in Toronto. We keep the number of clients low so every portfolio gets a real person's attention.
A small team you can reach by name.
Each family works with a portfolio manager and an analyst who both know the file. There is no call center between you and us.
What we do for our clients
Portfolio Management
Diversified portfolios of public stocks and bonds, built around a written policy and rebalanced on a set schedule.
Investment Policy Statements
A plain document covering goals, time horizon, limits and what we do when markets fall by a third.
Family and Estate Coordination
We sit down with your lawyer and accountant so the portfolio, the will and the tax plan point the same way.
Foundation and Endowment Mandates
Spending rules, payout targets and board reporting for registered charities and private foundations.
Tax-Aware Investing
Account placement across RRSPs, TFSAs, corporate and taxable accounts, with gains and losses planned each year.
Reporting and Review
A quarterly report in plain language and two meetings a year, one of them in person.
“Our first meeting was mostly questions about our family and what we want the money to do. The portfolio came after that, and it made sense.” Representative client feedback — family business owner in the GTA
“The quarterly report is four pages and I understand all of them. The fee line is on the first page, which I had not seen before.”
“They worked with our lawyer on the foundation's spending policy and brought a clear draft to the board.”