We are active risk managers. We do not make bold predictions or chase headlines. Instead, we follow a clear, evidence-based approach that starts with broad market exposure at the core of every portfolio. From this foundation, we selectively allocate to non-traditional asset classes to further enhance resilience and reduce correlation.
Our investment committee meets regularly to asses risk, challenge consensus thinking, and make informed, forward-looking portfolio decisions grounded in research and experience.
Seven Hills is a privately held, OSC-registered Longevity Management firm that blends institutional-grade investment expertise with deeply personal wealth management. Our independence is central to our identity: we do not offer proprietary products, and our team receives no commissions or incentives to sell specific investments.
As fiduciaries, we are fully aligned with our clients - focused solely on delivering outcomes that serve their long-term interests.
Through our Estate & Financial Planning division, clients gain access to an integrated suite of services including financial and retirement planning, tax strategy, estate and legacy planning, and insurance and risk management.
These services are fully embedded in the client relationship and coordinated proactively. Our goal is to ensure your financial plan evolves alongside your life, values, and priorities.
At Seven Hills, each client holds a personalized portfolio of individual securities tailored to their goals, risk profile, and time horizon. Assets are held in your name at a major Canadian custodian, providing full transparency and control.
This structure allows for more precise tax management, risk control, and greater flexibility than pooled or fund-based approaches.
At Seven Hills, we believe that true wealth is about more than just money - it’s about living well for as long as possible. That’s why we apply a longevity lens to everything we do.
Longevity Management is our holistic approach to helping clients live well - financially and personally - for as long as possible.
It starts with sustainable investment strategies and disciplined risk management but extends into all areas of life. We support clients through a multidisciplinary team that includes a Family Enterprise Advisor (FEA), estate lawyer, CPA, and Certified Financial Planner (CFP). Together, we address complex planning needs across wealth, health, family, purpose, and legacy.
Ultimately, Longevity Management means aligning your financial decisions with the life you want to live - and the legacy you want to leave behind.
Our fee model is transparent, aligned, and performance-sensitive. We charge a straightforward management fee based on assets under our care. We receive no commissions, referral fees, or compensation from third-party products.
This means we do not benefit from recommending high-cost or underperforming investments. If your portfolio declines in value, so does our compensation - keeping our focus squarely on protecting and growing your wealth.
