Building your Wealth, Protecting your Family, Securing your Legacy

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We’re Here to Help

We’re here to engage, encourage, and empower families by providing them with the strategies and services they need to live the life they want.
Our core principles guide every decision—when a stewardship mentality meets a fiduciary mindset, client needs are put above everything else.


As an independent firm, we work for our clients and our clients only.

As an independent firm, we work for our clients and our clients only.
We prioritize transparency and avoiding conflicts of interest—at no point will we receive fees from any product or service we recommend.


We value honesty, open communication, and impartial advice.

We value honesty, open communication, and impartial advice. Our advisory and planning services are exclusively provided with our clients’ best interests in mind.


Personal integrity is an investment in establishing client trust.

Personal integrity is an investment in establishing client trust. We are committed to unwavering honesty at all times, never putting personal gain above client needs.

Life and Legacy Promise

Everyone has a story, but few can decide how it’s told or when it stops being shared. We’re here to help you author one that you can be proud of.

A family running on the beach.

There is only so much we can accomplish in our prime. But when everything falls into place, your decisions can last for lifetimes. Why plan for years when you can create for generations?

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Our Life & Legacy Promise is simple. Through strategic planning and holistic financial management, you can live the life you want without sacrificing what you can leave behind. Whether through your family or by supporting a charity close to your heart, you can decide exactly how you want to be remembered.

Family on a sailboat at sunset - family stock pictures and royalty-free images.

At Promus, we’re as dedicated to your loved ones as we are to you—through collaboration, we can craft a meaningful, sustainable legacy. It’s more than just drafting a will; it’s about handing down your wisdom, having an enduring impact, and, above all else, continuing to help those who will keep your memory alive.

Across Our
North American Businesses

in AUM (CAD)
$ 0 B+

0 +

Client Relationships
0 K+

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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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