Kilburn Ogilvie Investment Management Ltd. (KOIM) has been serving higher net-worth clients and their businesses since 1994. We strive to provide completely independent, proactive and creative, but practical wealth management for our clients. We act as a Personal Investment Manager to ensure that all of the investment, financial and planning needs of our clients are met. We provide superior service that is personalized to take into account your long-term goals, time horizon, liquidity requirements, specific tax position, and risk profile.
Our objective is to represent our clients in the financial markets in an impartial, conservative, creative, and cost-effective manner. Our clients benefit from a full service firm where compensation is on a flat fee basis, rather than commission. Therefore there is no conflict of interest.
Combined with this objective motivation is a high level of expertise that proactively puts the pieces of the wealth management puzzle together, and keeps our clients away from the many pitfalls that exist in the financial industry. We act as a financial quarterback for our clients, coordinating the various professional services provided by accountants and lawyers. Our clients deal directly with the Portfolio Manager making the investment; there are no middlemen or sales people.
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