Privileged access to an independent research desk.
The search remains open to everyone. Membership adds a private account, continuity, and a research desk that answers the requests a search cannot.
Recommendations cannot be purchased.
Private Client Membership
For individuals, families and private households.
Principals, spouses, family members and the household staff who act for them.
Access to the Private Research Desk for requests the public search cannot answer
Your searches and requests kept privately in one account
A written response with the reasoning behind each name
Continuity, so a later request begins where the last one ended
CAD $1,500 per year
Annual membership, billed in Canadian dollars · Renews annually · Cancel any time
You will sign in or create your account first, then complete payment on our payment provider's secure pages. Renews annually; cancel at any time.
Professional Adviser Membership
For advisers acting on behalf of a client.
Lawyers, wealth advisers, accountants, executive assistants and family-office professionals.
Research requests on behalf of clients, with an optional private reference label
A record of prior requests, organised without storing client detail
Responses written so they can be passed to a client as they are
No contact with your client, and no marketing to them
CAD $2,500 per year
Annual membership, billed in Canadian dollars · Renews annually · Cancel any time
You will sign in or create your account first, then complete payment on our payment provider's secure pages. Renews annually; cancel at any time.
How it works
Ask once. Receive considered names.
I
Join
Create your account and tell us whether you are a private client or an adviser acting for one.
II
Ask the Private Research Desk
One request, in your own words. Nothing more than we need to answer it.
III
Receive a written answer
Carefully researched recommendations, normally within one business day.
Independence
Membership pays for research, never for placement.
Recommendations cannot be purchased.
Providers pay us nothing and cannot buy placement, ranking or inclusion. Your membership pays for access, convenience, research and member services — and has no bearing whatsoever on which names you receive.
Membership does not guarantee that a provider will be available, will accept an engagement, or will be suitable for your circumstances.
Recommendations are independent research and recommendations only. You make the final decision to engage, and your own checks remain your responsibility.
Nothing provided through membership is legal, medical, financial, tax or other regulated professional advice, and no fiduciary relationship is created.
Providers cannot pay for inclusion, ranking, preferred placement or a favourable recommendation.
Billing
Clear terms, cancel at any time.
Membership is an annual subscription billed in Canadian dollars: CAD $1,500 per year for Private Client Membership and CAD $2,500 per year for Professional Adviser Membership, plus any applicable taxes.
It renews automatically each year until cancelled, and can be cancelled at any time through the secure billing portal. Cancellation takes effect at the end of the paid year.
Payment details are handled by our payment provider on their own secure pages. We never collect or store card details ourselves.