Counselling medical professionals

Our Purpose

Ambrose Investment Counsel served the unique investment needs of medical professionals and institutions

Ambrose built strong relationships with our clients and worked hard to understand their unique and changing needs. For clients whose objectives are retirement and estate planning, our investment counsellors integrated independent tax strategy and estate law through our established relationships with BDO Dunwoody LLP, Grant Thornton LLP and Cassels Brock & Blackwell LLP.

Ambrose managed client portfolios based on experience with healthcare investors, as well as in securities research, credit analysis and corporate finance. We used sophisticated investment methods for the portfolios of our private and institutional clients. We chose the custody services of TD Waterhouse Canada Inc. for our clients' assets.

An institutional investor acquired Ambrose Investment Counsel in 2013.

Our Values