PRIME QUADRANT
Prime Quadrant helps high-net-worth individuals and families make better investment decisions by supporting all their wealth management needs. Prime Quadrant consults* on over $15 billion of assets (across all asset classes) and our team of talented professionals works based on a unique service model, which reduces conflicts of interest and empowers families to reach their long-term goals. It offers a variety of customized services that empower our clients to become more sophisticated investors. These range from providing diagnostics on existing portfolios, to holistic planning for the entire estate, to sourcing best-in-class opportunities and providing outsourced due diligence on the widest range of investments.
PRIME QUADRANT
Founded:
1998-01-01
Status:
Active
Contact:
(416) 352-6116
Email Addresses:
[email protected]
Technology used in webpage:
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Current Employees Featured
Founder
Investments List
| Date | Company | Article | Money raised |
|---|---|---|---|
| 2017-07-25 | Greenspace | Prime Quadrant investment in Seed Round - Greenspace | 1.4 M USD |
More informations about "Prime Quadrant"
People - Prime Quadrant
Mark Roth. Principal, Chief Compliance Officer & Chief Risk Officer. TorontoSee details»
Our Story - Prime Quadrant
We are Prime Quadrant. Our mission is to empower families for the future. We embarked on this journey as frustrated consumers of financial services.See details»
Mo Lidsky - HumourMe
Mo Lidsky is the Chief Executive Officer of Prime Quadrant and is the chair of the Executive Committee. Prior to Prime Quadrant, Mo founded and led organizations in industries as …See details»
Prime Quadrant - LinkedIn
Prime Quadrant serves more than 200 affluent families across North America and consults on CA$22+ billion in assets. Our mission is to empower families for the future and assist them across the full range of their financial, social, and …See details»
Prime Quadrant: Culture - LinkedIn
Our mission is to empower families for the future and assist them across the full range of their financial, social, and human capital needs. We are deeply committed to serving our clients and …See details»
Prime Quadrant Named as One of the Best …
TORONTO, Aug. 22, 2023 /CNW/ - Prime Quadrant, a leading trusted advisor serving over 200 affluent families across North America, is pleased to announce that it has been recognized as one of the Best Workplaces™ in Canada by …See details»
Prime Quadrant - Crunchbase Investor Profile
Prime Quadrant helps high-net-worth individuals and families make better investment decisions by supporting all their wealth management needs.See details»
Mo Lidsky - Prime Quadrant
Prior to Prime Quadrant, Mo founded and led organizations in industries as diverse as education, auto restoration, e-commerce and microfinance. Philanthropically, Mo is the current Chairman …See details»
Nancy Marshall at Prime Quadrant: Don’t put clients on …
Jul 31, 2023 After a 25-year career in banking that took her from corporate finance in New York to private wealth in Toronto, Nancy Marshall found her new place in the universe in April 2020, when she joined Prime Quadrant Corp., a …See details»
Prime Quadrant - YouTube
Prime Quadrant serves more than 200 affluent families across North America and consults on CA$22+ billion in assets. Our mission is to empower families for the future and assist them …See details»
Single to multi: The spontaneous evolution of a family office
Jul 19, 2021 Today, Prime Quadrant provides independent investment consulting services to more than 150 wealthy families, advising on assets of about $15 billion. Along the way, the …See details»
Mo Lidsky - Prime Quadrant - LinkedIn
Investor. Advisor. Author. Entrepreneur. <br><br>Trying to do my small part in making a… · Experience: Prime Quadrant · Education: Harvard Business School · Location: Toronto · 500+ connections on LinkedIn. View Mo Lidsky’s profile …See details»
Prime Quadrant Announces Merger with Beekman Wealth Advisory
Prime Quadrant is a partner firm of Focus Financial Partners, a leading partnership of independent, fiduciary wealth management firms.See details»
Peter Fink - Senior Consultant and Director of Co-Investments
Senior Consultant and Director of Co-Investments at Prime Quadrant · I have developed a significant track record of success in leading business development and relationship …See details»
prime-quadrant-foundation | CharityProfile | Donate Online
For over a decade, the mission of the Prime Quadrant Foundation has been to improve the quality of life and healthcare in our communities.See details»
Toronto-Based Ultra-High Net Worth Firm Prime Quadrant Joins …
Feb 15, 2019 Under the leadership of its partners, Prime Quadrant has experienced strong growth and become well known in Canada as a leading firm for ultra-high net worth advisory. …See details»
Prime Quadrant Named as One of the Best Workplaces™ in Canada
TORONTO, APRIL 13, 2023 – Prime Quadrant, a leading trusted advisor serving over 200 affluent families across North America, is pleased to announce that it has been recognized as …See details»
How total outsider Liddle Mo Lidsky built and sold Prime …
Sep 14, 2021 Prime Quadrant has not done any meaningful advertising. Mo has been the primary sales engine, but he has never made a cold call. By 2015, the firm was already …See details»
Prime Quadrant Named as One of the Best Workplaces in Canada
TORONTO, APRIL 13, 2023 – Prime Quadrant, a leading trusted advisor serving over 200 affluent families across North America, is pleased to announce that it has been recognized as …See details»