Setting Higher Standards. Redefining Financial Engagement.

You may be a fit with the Delisle team if:

If you’re an advisor in the wealth management industry who believes in a client-first approach to your professional practice, please contact Andrew for a discussion.

Why consider Delisle?

High Net-worth Client Focus

We’re not a large public company that’s easily distracted by other businesses and quarterly earnings pressures; we focus exclusively on the needs of high net-worth clients.

Seat at the Table

You will be a member of the partnership committee and inform our priorities and decisions.

Benefits of Ownership

You will own shares and be eligible for the benefits of ownership that include preferential tax treatment on dividends and capital gains income during your career and upon retirement.

Best-in-class Technology

Our platform is a fully integrated technology stack, including Custody, Financial Planning, Operations and Portfolio Management. Clients access their accounts through a digital portal available on both desktop and mobile. Our technology and back-office partners are leading technology innovators.

Next-level Family Engagement

Our unique family engagement approach will develop a framework for defining, achieving and maintaining a family’s goals that align with the communication style and preferences of each individual member of the family.


Canada’s wealth industry is overdue for disruption at the same time as many advisors are nearing retirement. Joining Delisle is an opportunity to help redefine wealth management in Canada while ensuring your clients enjoy an exceptional experience.

Redefining Wealth Management.

At Delisle, we’re on a mission to redefine wealth management, placing clients at the forefront, and eliminating the conflicts that get in the away. Because wealth is not a number, we enable families to envision their unique financial journeys through open and inclusive conversations.

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