Bringing Peace of Mind Through Investments That Stand the Test of Time.

SANDSTONE Asset Management specializes in discretionary investment services for high-net-worth entrepreneurs, families (including their estates and trusts), and foundations. But we don’t just manage wealth — we cultivate it, supporting clients at every stage. From growing and protecting assets to fulfilling philanthropic purposes, our team walks alongside clients to steward legacies that span generations.

LATEST COMMENTARY

Diversification, Dollar Direction, and Discipline

June 30, 2025 - 13:56 minutes

OUR INSIGHTS

CLOSING THE COTTAGE FOR THE SEASON: A FINANCIAL AND FAMILY REVIEW

Thanksgiving long weekend signals a bittersweet goodbye to the dog days of sun and leisure. For many Canadians, closing the family vacation property, whether that be a cottage, chalet, cabin, or

DO YOU OWN GOLD? CENTRAL BANKS DO!

If you’ve attended any of our OUTLOOK events or listened to our SANDSTONE SPEAKS, you’ll know we’ve long spoken about the shift from a unipolar to a multipolar world order, and what that

THE FUTURE OF WEALTH MANAGEMENT: OPEN BANKING OPPORTUNITIES FOR OUR CLIENTS

SANDSTONE’s portfolio manager and partner Niki Dunne recently attended the Toronto Open Banking Expo, where 600+ industry leaders, regulators, and innovators gathered to discuss the current state and

“ONE BIG BEAUTIFUL BILL” COULD TRIGGER MAJOR CHANGES IN CROSS-BORDER TAXATION

As the U.S. continues to grapple with fiscal pressures, the Trump administration’s sweeping tax and spending package, dubbed the “One Big Beautiful Bill Act,” has cleared the House of Representatives

The bottom is the day before the recovery begins. Thus, it's absolutely impossible to know when the bottom has been reached...ever. We buy when we can access value cheap.

Howard Marks

OUR SERVICES

PRIVATE CLIENT

  • Investment and tax management
  • Financial and estate planning
  • Private equity fund

FAMILY OFFICE

  • Coordinated professional network
  • Simplified tax reporting
  • Personalised education

FOUNDATIONS

  • Customised capital objectives
  • Not-for-profit fee discounts
  • Full team participation

Markets are uncertain.

Your strategy shouldn't be.

 

Find confidence during confusing times by meeting with one of our wealth professionals.  

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