Business Details
Your Trusted Partner for Wealth Management Solutions in Toronto
Focus Wealth Management specializes in crafting tailored wealth strategies for Canadian families, endowments, and foundations. Our Quiet Investing philosophy emphasizes long-term value creation through diversified portfolios spanning public and private markets. With a client-first ethos, we prioritize institutional-grade diversification and risk management to secure generational wealth. Our team of experienced professionals delivers personalized advisory services, leveraging deep market expertise to align investment strategies with individual financial goals. Backed by decades of experience, we maintain a steadfast commitment to transparency, integrity, and client-aligned decision-making. 
Services
Wealth Management
Portfolio Construction
Investment Advisory
Risk Management
Diversification Strategies
Retirement Planning
Estate Planning
Tax-Efficient Investing
Alternative Investments
Client Education
Highlights and features
- We offer institutional-level diversification typically reserved for ultra-high-net-worth clients.
- Our Quiet Investing philosophy prioritizes long-term value over market trends.
- Client-aligned structure ensures recommendations serve your family's best interests.
- Experienced team with decades of expertise in wealth management and portfolio strategy.
- Comprehensive approach combining equities, fixed income, and alternative investments.
Services
Wealth Management
Our wealth management services create customized investment strategies combining public and private market assets. We focus on long-term value creation while minimizing risk exposure through diversified portfolios. This approach ensures alignment with individual financial goals and legacy preservation objectives.
Investment Advisory
Personalized investment advisory services guide clients through complex financial decisions. Our team provides strategic recommendations on asset allocation, risk management, and wealth transfer solutions. We maintain continuous portfolio optimization to adapt to changing market conditions and client circumstances.
Diversification Strategies
We implement advanced diversification techniques using alternative investments and non-correlated assets. Our strategies reduce portfolio volatility while maintaining growth potential. This institutional-grade approach provides stability through market cycles and economic uncertainties, protecting client wealth over generations.
Retirement Planning
Comprehensive retirement planning services ensure financial security during post-career years. We develop sustainable withdrawal strategies while maintaining growth potential. Our approach considers tax implications, healthcare costs, and legacy goals to create balanced retirement frameworks for high-net-worth individuals.
Tax-Efficient Investing
Our tax-efficient investment strategies maximize after-tax returns through strategic asset location and tax-advantaged vehicles. We analyze individual tax situations to implement customized solutions that enhance overall portfolio performance while maintaining compliance with Canadian tax regulations.
People
Ted Conrod
President
Ted Conrod leads Focus Wealth Management as President, leveraging extensive experience in wealth strategy to guide high-net-worth clients toward financial security through innovative investment solutions.
Jeff Hales
Co-Chief Investment Officer
Jeff Hales co-leads investment strategy at Focus, applying deep market expertise to develop diversified portfolios that balance risk and return while maintaining alignment with client financial objectives.
Michael Kosmalski
Co-Chief Investment Officer
Michael Kosmalski oversees investment operations and compliance, ensuring our strategies maintain institutional standards while delivering consistent, risk-adjusted returns through evolving market conditions.
Greg Thompson
Executive Chairman
Greg Thompson provides strategic leadership as Executive Chairman, drawing on decades of financial industry experience to shape Focus's long-term vision and client service philosophy.
Kara Lilly
Senior Investment Strategist
Kara Lilly develops investment insights and strategies, combining macroeconomic analysis with market expertise to enhance portfolio performance and client outcomes.
Questions
What investment approach does Focus Wealth Management use?
We employ our proprietary Quiet Investing philosophy, focusing on diversified portfolios across public and private markets to achieve long-term value with reduced risk.
What services do you offer Canadian families?
We provide wealth management, portfolio construction, retirement planning, tax-efficient investing, and estate planning tailored to high-net-worth families' unique needs.
How does Focus differ from other wealth managers?
Our client-aligned structure and Quiet Investing approach prioritize institutional-grade diversification and avoid market trends, focusing on your family's long-term financial goals.
Do you serve clients outside Toronto?
While headquartered in Toronto, we serve Canadian families nationwide through our comprehensive digital advisory platform and personalized service model.
