What does wealth mean to you?
This is a critical question we ask our clients, because at Henderson Family Wealth, it’s our mission to help you decide where to invest your most important assets – your time, energy, and capital – and how to transform your personal values into a purpose-driven vision.
Trusted partners, timeless principles
With deep roots in the Canadian financial community, we have proudly partnered with respected business leaders, families, corporations, and institutions as they’ve navigated their ever-evolving journey and uncovered the power of purpose-driven wealth.
Our wealth management philosophy centres on three core principles: purpose, perspective, and partnership. These principles guide our approach to wealth creation, helping families achieve continuity and strength through collaboration and strategic planning.
Derek Henderson
Jeff Tervit
Kathlina Cabral
Naomi Ramcharan
Billy Young
Our approach
Living life with purpose, on purpose
At Henderson Family Wealth our mission is simple: help enterprising families build resilient wealth by defining and refining how they engage with wealth and with each other. Our team is here to listen, understand, and work with you as you navigate the road ahead.
Our process
Values compass
Vision development
Roadmap design
“What is it you plan to do with your one wild and precious life?”
—Mary Oliver, poet
Your vision, our expertise
As family enterprise advisors, we recognize that each member of the family system brings their own perspective, experiences, ideas, communication style, and family culture to the table. To ensure we have a deep understanding of these complexities, we strategize with our clients in the boardroom and the family room. Then, we show them how to embrace an enterprise mindset – a way of thinking that empowers families to visualize, organize, and develop strategic roadmaps for their futures and beyond.
Leadership
Governance
Continuity
Growth
Capital
Real estate
Philanthropy
Learning
Wealth
“The real voyage of discovery consists not in seeking new lands but in seeing with new eyes.”
—Marcel Proust, author
Your passion, our purpose
Our “family office” services:
- Investment and portfolio management
- Integrated tax strategies
- Insurance solutions
- Will and estate planning
- Continuity and succession planning
- Real estate strategies and solutions
- Leadership training and learning
- Philanthropic giving
“Once a journey is designed, equipped, and put in process, a new factor enters and takes over. A trip, a safari, an exploration, is an entity, different from all other journeys. It has personality, temperament, individuality, uniqueness. A journey is a person in itself; no two are alike.”
—John Steinbeck, author
Morning musings
Wisdom. Wealth. Wellbeing.
Henderson Family WealtH
Insightful. Intentional. Impactful.
That’s our vision for your wealth – what’s yours?
Email:hendersonfamilywealth@rbc.com
Phone:519-747-6928