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ARTICLE · 17 JULY 2026

Private Wealth: Good Judgment Sometimes Means Delegating

Lawyers Financial
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Successful lawyers often build their practices through control and smart decision-making, but managing significant wealth requires a different approach. Discretionary wealth management through institutional-grade investment expertise offers access to sophisticated portfolio construction and asset classes typically reserved for large investors, while allowing busy professionals to focus on what they do best.

CanadaWealth Management
Chris Goldie
Chris Goldie
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As a successful lawyer, we’re guessing you got where you are with a mix of talent, grit, discipline, luck (meeting the exact right teacher at the exact right moment, say), and more than just a little bit of control. Thriving practices, like portfolios, are built on an accumulation of smart decisions. Your decisions. So, the idea of handing day-to-day investment authority to someone else might not sit naturally.

But discretionary wealth management isn't about giving up control. It's about gaining access to institutional-calibre investment expertise, sophisticated portfolio construction, and asset classes that are typically reserved for pension funds, endowments, and other large investors.

Through Lawyers Financial's partnership with Fiera Capital, clients with $1 million or more in investable assets can access a discretionary private wealth program built on the same disciplined investment philosophy that supports the management of approximately C$160 billion in assets (as at March

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