High net worth focus Our Family Office Inc. serves some of Canada’s most successful families, presenting an opportunity to engage senior-level decision makers and expand relationship coverage with bespoke investment management, integrated planning, and family administration services.

Steady leadership Recent leadership updates, including the promotion of a new co-chief investment officer and a Senior Relationship Manager, indicate ongoing strategic growth and opportunities to position expanded advisory and service offerings through trusted governance and continuity.

Award visibility Recognition as a STEP Private Client Awards finalist for three consecutive years provides a compelling differentiator for outreach campaigns, enabling leverage in prospect conversations around credibility, performance, and investment stewardship.

Strategic partnerships The collaboration with Ballentine Partners LLP enhances scale and capability, suggesting opportunities to propose expanded joint solutions, co-managed investments, and broader cross-border or multi-jurisdictional planning services for Canadian families.

Growth signals Revenue range and mid-size team (11-50 employees) imply capacity for expanded services and additional client onboarding. Prospecting can focus on expanding to more ultra-high-net-worth families and institutional-like family offices seeking objective, conflict-free financial advice.