This is Forthlane
A leading edge Pension Plan style of investing, driven by open access to the world’s best money managers, and guided by a philosophy of wealth that honours all spheres of your life. This is Forthlane Partners.
Steer your wealth toward every avenue of possibility, not just the same old roads. Take a new direction – a modern direction. Forthlane is for modern money. Modern money collaborates. It innovates. It connects. Modern money is set up for success in a new era of investing.
“You’re more than a balance sheet. People talk about it. We built a company on it. Forthlane focuses on the four quadrants of wealth — financial, values-based, physical and mental, and relationship – with unique approaches and opportunities... We’re concerned with what keeps you up at night. Expertise and empathy, hand in hand.”
Ken Grewal, Co-Founder and CEO
Forthlane was born out of frustration with how traditional money management limits your possibilities, while ignoring the rest of what makes you tick.
Through our comprehensive offering, our team — and that’s what you get, a full, all-for-one team — is there for you in every way, serious personal challenge and epic growth opportunity alike.
A first for Canadian ultra-high-net-worth families: elevated pension-style investment management, fueled by diversification across asset classes, and steered by the world’s best money managers.
We give you back the time that overseeing your affairs takes — streamlining processes, eliminating complexity — by serving as your coordinator, advocate, sounding board and connector.
It could be advice raising capital. It could be a transformative introduction. Our help will always be inspiring and proactive, with unmatched global expertise and reach.
Success doesn’t mean you’re done learning. We feed our clients’ hunger to grow with tailor-made opportunities to master family governance, financial knowledge and more.
Families in Canada have a conundrum: While Canada is known across the globe for its pension plans and the sophistication of their investment approaches, families did not, until recently, have access to the investment model that they employ. Forthlane has been built, in part, to address this issue. This paper will explain the history of the endowment model of investing, why it is optimal for families, and how families can benefit from it.
We are so excited to share our newest video that showcases Forthlane’s approach.
Forthlane Partners COO, Martha Simmons, was featured in an article by Canadian Family Offices speaking about the benefits of family branding, beyond making everyone look good.
Forthlane Partners has hired David Fleck, an experienced investment executive, who will be integral in leading the firm through its next stage of growth.