I intend to semi-retire in about five years. When I do, I want to hand the business to someone who helped build it — not sell it to a consolidator and watch clients I have known for decades get absorbed into a call centre. We manage money for established entrepreneurs, senior executives, and high-net-worth families: people who have built something, ask hard questions, and expect to speak directly to the person making the decisions.

We invest in public securities with a long-term, value and GARP-oriented philosophy, and we hold positions for years rather than quarters. No house product. No quarterly sales campaign, no internal referral quota, no shelf we are paid to fill.

That is why clients leave the bank-owned platforms to come to us, and it is a great deal easier to sell than a fund with a competitor’s logo on it.

What neither gives you is this: an existing book of long-tenured high-net-worth households, a principal who stays engaged through the handover instead of cashing out on day one, and equity in a firm rather than ownership of your own overhead. Real high-net-worth households — through centres of influence, your own network, and direct outreach. Discovery, planning, onboarding, review meetings, and the difficult call in year three of a drawdown.

Build the professional referral network. Accountants, tax and estate lawyers, corporate lawyers, business brokers, insurance specialists. For a boutique this is the most durable channel there is, and it compounds.

Build the marketing we do not have. Help run the business. There is also a multi-family office side we are under-built for — coordinating tax, estate, corporate structuring and next-generation planning for families where the portfolio is only one part of the picture. first net-new households funded.

Year 2:



a steady cadence of net-new households; a marketing channel you built producing measurable inbound; first tranche of equity earned and documented. Year 5: operating as managing partner in all but name, with a defined path to majority ownership. Registration history is verified through the CSA National Registration Search as a matter of course.

Roughly three years or more working directly with private clients — or equivalent experience that clearly transfers. You do need to want the part of this job that involves picking up the phone, going to the lunch, and asking for the introduction — because that is most of the first two years. working fluency in what surrounds high-net-worth money — holding companies and corporate surplus, estate freezes, trusts, insurance as a planning tool, cross-border where relevant. You need not be the technical expert, but knowing when to bring one in matters.

CIM or the CFA charter, or a credible path to Advising Representative registration; In a firm this small, presence matters — but we are versatile about how that works week to week.

Compensation and equity Draw. A monthly draw against your revenue share, recoverable against production. A defined share of revenue on assets you originate, paid from the first dollar. No house split, no threshold to clear first.

Equity. A documented earn-in against a net-new-asset threshold, with a defined path toward majority ownership over roughly five years. Structure, valuation methodology, and what happens if either of us walks away will be in writing before you start — not promised verbally and settled later.

The exact shape of the arrangement — contract, employment, or partner — depends on where you are in your career and what you need. I intend to semi-retire, remain involved in the investment process, and hand over the running of the firm. We welcome applications from all qualified candidates and provide accommodation on request at any stage of the process. #

📌 Vice President Business Development / Portfolio Manager / Investment Advisor— Partner Track (Toronto)
🏢 Schwaben Capital Group
📍 Toronto