PARK PROCESS
WE DO THE WORK SO YOU DON'T HAVE TO
4 STEPS
in our streamlined onboarding process
1,000+ KYCs
completed for individuals, families and corporations
CLIENT DISCOVERY
Our wealth management service is designed to help clients grow and protect their assets through a customized investment strategy. Whether you are planning for retirement, saving for education, or building a legacy, our team provides personalized guidance to help you achieve your financial goals.
PORTFOLIO STRUCTURE
At PARK, our aim is to deliver peace of mind by helping you grow your wealth and secure long-term financial stability. We accomplish this through a sophisticated approach towards structuring your portfolio in a manner that balances risk and return with your specific requirements and lifestyle in mind.
MANAGER SELECTION
PARK makes it possible to engage any manager available to Canadian investors. We identify and provide access to best-in-class managers with complete objectivity and no platform limitations. We only receive compensation from our clients, ensuring our primary incentive is your complete satisfaction.
REPORTING & BENCHMARKING
We want to help you understand your investments. With our proprietary capabilities, we provide consolidated reporting that is comprehensive yet clear. Our team strives to deliver exceptional service and will meet at your convenience to provide updates and answer any questions you may have.