Independent Expert Advice.
Personalized Collaborative Solutions.

Led by Mark Begg, CFA, MBP Sterling Partners is one of the largest advisory practices in Canada, managing over $2.8B in assets.  Given our focus on high net worth individuals, families, foundations and business owners, we have built a robust team of Portfolio Managers, Investment Advisors, Tax & Estate Consultants, Insurance Specialists, and support staff who have a deep understanding of the full spectrum of unique wealth planning circumstances. In fact, our average number of client households per Investment Advisor is less than 50% of the industry average, ensuring that our practice has the capacity and bench strength to always be accessible to our clients. Our story is unique – several distinct and highly successful practices have come together as complementary partners under one powerful banner.

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Strategic advice

A comprehensive wealth plan, incorporating tax and estate-planning strategies.

We identify where you’re currently situated within the wealth-management life cycle: accumulation, preservation or transition and develop the most appropriate strategies for you to successfully navigate these connected phases, keeping in mind the larger overall plan.

We will design and construct your individualized portfolio based on your risk and return objectives, and unique needs and circumstances.

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Innovative investment solutions

MBP Sterling Partners is at the forefront of innovative investment solutions for affluent individuals which help mitigate risk, reduce tax, and improve long term portfolio results.

Access to the proprietary MBP Sterling Partners Managed Portfolios. This includes our index beating Sterling Canadian Dividend Growth Portfolio.

Beyond traditional investments, our Clients also have access to innovative products globally sourced and carefully vetted by Richardson Wealth’s New Product Committee.

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Service you can count on

One-to-one contact.

To ensure you receive the level of personalized service you require, you will have the opportunity to work directly with our team members who each possess a specific area of expertise.

With an average practice tenure of over 20 years, our team members have deep relationships with our clients, and our clients know they can count on us for our exceptional standard of service

Get to know us.

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Experience you can trust

MBP Sterling Partners is one of the largest advisory practices in Canada, managing in excess of $2.8 billion in client assets.

As such, our highly experienced team has encountered and successfully solved all types of complex wealth planning challenges for our clients.

Read our testimonials!

Who we serve

For those looking to become a valued client, you can expect to work with any one of our exemplary advisors and benefit from our cohesive team approach, support infrastructure and resources. As with our existing clients – including other affluent individuals and families, business owners, professionals and executives, and foundations – we assess your unique circumstances, objectives and preferences.

The common thread is our ability to help you plan strategically to build and protect your wealth for the long term. You can rely on our extensive experience and an unwavering sense of integrity—our Sterling Standard

Are you interested in a strategic wealth plan? We can help.

Contact us to get started.

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