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Private Client Services

It's your wealth, your life and your legacy. That's why we take it personally.

Personalized Service, Made For You.

We work with an exclusive group of successful Individuals and families to provide them piece of mind by building them bespoke financial services products that match their unique needs.

Custom Risk Solutions

Private Client Services designs custom solutions to address your individual risk exposures. From our experience, clients with complex family risks require varied and, often, unique solutions.



When working with our Private Client Services team, you receive the same hands-on approach towards insurance and risk management that we apply to commercial clients for your high-value assets and complex family risks.


Our Client Profile

We only work with clients whose needs demand a unique product or company. Our clients have homes, collections and wealth that require protection beyond a company that wants you to quote online.

A Risk Advisor That's Yours

As a client, you’ll have the opportunity to build a trusted, personal relationship with your own advisor, who will lead a dedicated team of professionals in the ongoing management of your personal risk portfolio.

An experienced Advisor will work with you to conduct a personal risk analysis and design a comprehensive, customized insurance solution. Our clients enjoy access to Canada's premium high-net-worth insurers, ensuring your peace of mind knowing you have the best protection available. 

Seamless Integration

With access to numerous experts and resource to help minimize your risks and potential impact of losses, Private Client Services integrates seamlessly with your wealth management team.

We're Connected

Our team is connected to local, national and international networks, and will meet your needs wherever they may originate.

Meet Our Advisors

Donna-Lea Billesberger
Joanne Chapman
Paula Gervais
Caroline Miller
Crissy Rea
Jenn Takaki
Bhavya Sood

Our Premium Insurers

We work with Canada's most reputable insurers, offering you the best protection for your unique needs.
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Personal Insurance / wine collection, fine wine, private collection
Guide to Insuring Your Wine and Spirits

The global market for fine wine and spirits continues growing. Are you adequately protecting the value of your collection? A surprising number are uninsured or underinsured.

Sep 2nd, 2020 | By: CapriCMW
Personal Insurance / auto insurance, classic car, collectible
Get Insurance Specifically Designed to Protect Your Classic Car

With the warmer spring weather upon us, it’s the time of year that many classic car enthusiasts are anticipating - when they can take their pride and joy out of the garage and back on the road. Along with the extensive cleaning and maintenance that is…

Mar 24th, 2021 | By: CapriCMW
Personal Insurance / Small Business
Insurance Implications of a Side Hustle

As inflation and interest rates remain at the highest levels seen in decades, many Canadians have been exploring different options  to for supplementing their income. If you are planning to begin taking on freelance or part-time work alongside your…

Oct 12th, 2023 | By: CapriCMW