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22 Seven Wealth Management
22 Seven Wealth Management is a Canadian registered investment adviser and multi-family office.
22 Seven Wealth Management
22 Seven Wealth Management is a Canadian registered investment adviser and multi-family office. The firm was established to serve the complex financial needs of high-net-worth families, business owners and foundations. Its founding team draws on decades of combined experience in wealth management, tax planning and fiduciary governance. The firm targets a multi-asset strategy including global equities, fixed income, real estate, infrastructure and private credit. It allocates capital through both direct investments and external fund vehicles. Known engagements include co-investments in Canadian infrastructure projects and private real estate developments (per public record). Geographic focus remains primarily North America with selective exposure to European and Asia-Pacific markets. 22 Seven Wealth Management maintains a lean team structure. The firm operates from its Canadian headquarters and does not disclose total assets under management. It separates its investment management function from its family office advisory practice. Recent operational developments include expansion of its private markets allocation, though specific dates are not publicly available. The firm's structural differentiator is its dual registration — it functions both as a regulated RIA and as a private multi-family office. This allows it to serve non-family capital on a discretionary basis while also delivering holistic family governance, succession planning and philanthropic structuring for its core family clients.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
Canada
City
—
Corporate office
Canada
Sector focus
Frequently asked questions
Who runs investment decisions at 22 Seven Wealth Management?
The firm does not publicly name its investment committee or CIO. Based on its regulatory filings as an RIA, investment decisions are made by designated portfolio managers who oversee asset allocation and manager selection. The firm reports to Canadian provincial securities regulators.
How does 22 Seven Wealth Management source proprietary deal flow?
The firm sources deals through its professional network of wealth advisors, tax specialists, and co-investment partners. It focuses on Canadian and select international opportunities. Specific deal sourcing mechanisms are not publicly detailed.
Is 22 Seven Wealth Management structured as a single family office or a multi-family office?
22 Seven Wealth Management operates as a multi-family office and is registered as a portfolio manager and investment fund manager in Canada. Its structure allows it to serve multiple unrelated families while maintaining a fiduciary standard.
Does 22 Seven Wealth Management participate in fund commitments or only direct deals?
The firm uses a hybrid approach, committing capital to both external funds and direct co-investments. Known allocations include private credit funds and infrastructure funds alongside direct real estate holdings.
What investment stages does 22 Seven Wealth Management typically target?
The firm focuses on mature, income-generating assets such as real estate, infrastructure, and private credit rather than early-stage venture. It targets long-term capital preservation and current yield.
Which sectors does 22 Seven Wealth Management explicitly avoid?
The firm does not publicly list any exclusionary screens. Its disclosed allocations avoid early-stage venture and high-risk sectors, consistent with its conservative multi-asset approach.
Where does the underlying wealth come from?
22 Seven Wealth Management serves families whose wealth originates from various sources including business ownership, professional services, and intergenerational transfers. The firm does not disclose the specific origin of its family office clients.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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