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Plan for Life.
Create for Generations.

Start Your Journey

Empowering Families Through Personalized Service

At Promus Advisors, we specialize in helping high-net-worth families simplify complexity and find confidence in clarity. As financial advisors held to a fiduciary duty, our advisory services always work in your best interest.

 

Whether it’s long-term succession planning for business owners or tax-efficient cash flow planning, our collaborative approach starts with understanding your story. From there, we personalize our wealth management services to protect and grow your assets. By combining strategic planning, global asset management, and institutional-caliber resources, we invest in today’s decisions to not only plan for life but to create for generations. 

Trusted
Advisors

Our clients trust us because we earn it through honesty, consistency, and a commitment to putting them first.

Our standard is fiduciary.

Lifetime Connections

Our advisors form lasting relationships based in trust, continuity, and an understanding of your evolving needs.

Built to last for generations.

Tailored
Insights

We are independently owned and answer only to our clients. We are here to help you achieve your goals.

Independence means no exceptions.

Our Services

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We build investment portfolios that are unique to each investor’s objectives and risk tolerance.

Institutional-grade investment strategies, access to private markets, and disciplined tax efficiency come together to create real solutions.

Designed to weather market volatility and deliver full-cycle performance, our investment advisory services are structured to capture opportunities that others overlook.

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Charitable giving, business succession planning, tax planning, investment solutions, estate planning—we work on every aspect of it. Our integrated planning services keep everything aligned with your financial goals.

 

Our core principles guide every decision—when a stewardship mentality meets a fiduciary mindset, client needs are put above everything else.

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We create estate plans around what your wealth is ultimately for—protecting your family, honoring your wishes, and ensuring your legacy carries forward across generations.

 

Wills, family trusts, ways to give to charity, and plans for passing wealth to future generations are all organized together to lower taxes, simplify the process, and make sure assets are passed on purposefully. 

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We design retirement plans that protect your wealth and deliver on your goals.
 
Reliable income strategies, fixed income solutions, tax strategies, drawdown structures, and wealth preservation techniques help ensure your investment portfolio supports you on your terms.
 
Pre- and post-retirement needs are rarely the same; our planning evolves with you to find security in both.
Explore our services

What Are Your Financial Goals?

That question shapes everything we do. Before we recommend a strategy, structure, or approach, we take the time to understand the answer—because the best financial plan is the one built around what actually matters to you.

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OUR COMMITMENT

Our Life & Legacy Promise™

Live the life you desire, craft the legacy you deserve, and reclaim the time to focus on what matters most to you.

Life

Time is our most valuable asset—one we can’t buy more of—so how we spend it shapes how we live, and we’re here to help you make the most of it.

Legacy

Because a legacy is more than just the money you leave behind, it’s the reassurance that you made a lasting difference with a story worth remembering.

Life & Legacy

When a financial plan is customized to your exact needs, overseen by your dedicated family wealth advisor, and powered by a globally diversified portfolio, it won’t just help you live for today—it can ensure your legacy creates for generations.

Everyone has a story, but few can decide how it’s told or when it will be forgotten. Let’s co-author one that you can be proud of.

Part of the Bellwether Network

Through our partnership with Bellwether Investment Management Inc., you benefit from a broad range of expertise, resources, and opportunities all working together with your goals in mind.

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0 Years
In A Row
The Americas' Fastest Growing Companies¹
Three men in business attire have a discussion in a modern office; one is seated at a desk, another sits across from him, and the third stands between them, smiling.
$ 0 B
AUM
The scale that you can benefit from²
Two men in business suits sit at a conference table; one is using a laptop while the other writes in a notebook. A speakerphone and documents are on the table.
0 +
Professionals
A team as invested as you are
A group of five people, including a child, sit around a dining table with food and drinks, posing for a photo taken by a person with curly hair.
0 +
Clients
The people you can ask yourself

¹Lorne Park Capital Partners Inc. awarded by The Financial Times. No compensation was paid for third-party ratings or rankings.
²Total amount shown is the combination of our Canadian and U.S. business as at March 31, 2026.

Part of the Bellwether Network

Through our partnership with Bellwether Investment Management Inc., you benefit from a broad range of expertise, resources, and opportunities all working together with your goals in mind.

Two people in business attire sit across from each other, smiling, with a chessboard on the table between them and large green plants in the background.
Three men in business attire have a discussion in a modern office; one is seated at a desk, another sits across from him, and the third stands between them, smiling.
0 + Professionals
The network that you can rely on
The scale that you can benefit from
$ 0 B AUM¹
Two men in business suits sit at a conference table; one is using a laptop while the other writes in a notebook. A speakerphone and documents are on the table.
A group of five people, including a child, sit around a dining table with food and drinks, posing for a photo taken by a person with curly hair.
The Americas' Fastest Growing Companies 2025
Top 0 ²
0 + Clients
The people you can ask yourself

¹Lorne Park Capital Partners Inc. awarded by The Financial Times. No compensation was paid for third-party ratings or rankings.
²Total amount shown is the combination of our Canadian and U.S. business as at March 31, 2026.

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PROMUS ASSET MANAGEMENT PORTAL
PERSHING ADVISOR SOLUTIONS

Promus Asset Management, LLC is a registered investment advisor. Investment Advisory Services are offered through Promus Asset Management, LLC, which is independently owned and operated, and separate from Promus Advisors, LLC. Promus Asset Management, LLC will never be paid on products, commissions or referrals.

Pershing Advisor Solutions is a registered broker-dealer, and is not affiliated with any Promus entity nor with any advisor whose name appears on this website. Pershing Advisor Solutions neither endorses nor recommends any particular advisor or investment strategy suggested by either Promus Advisors, LLC or Promus Asset Management, LLC. Pershing Advisor Solutions has agreements with Promus Asset Management, LLC under which Pershing Advisor Solutions provides custodial services related to your account. Pershing Advisor Solutions does not review the Promus Advisors website, and makes no representation regarding the content of the website. The information contained in the Promus Advisors website should not be considered a recommendation by Pershing Advisor Solutions or a solicitation of any offer to purchase or sell securities.

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