For more than 50 years, our team has built on expertise in private banking for UHNW individuals and families to serve larger and more complex institutional accounts.
Today, we supplement our service quality with financial technology to do more for our clients. Our turnkey asset management platform simplifies custody, execution, accounting, reporting, research, and portfolio management.
As we always have, we make things easy for our clients.
Fundamentally, we help clients and partners to perform their best through professional expertise and efficiency.
We draw on common experience and shared professional background with our international clients – private banking, brokerage, portfolio management, trust, insurance, and corporate services – and we deliver insight and top quality service based on that knowledge and experience.
By integrating the MOSAIC platform for international wealth managers, we help registered financial institutions, institutional investors, and qualified private clients and advisors to simplify processes for efficient and profitable outcomes around the world and around the clock.
While we can’t help everyone, we like the chance to try. Please give us a call to tell us about your business.
For more than 20 years, we have offered top quality, private services in The Bahamas, and we have built a top quality team to serve our clients. Today, our services include wealth management, investment management, and merchant banking.
A private banker and corporate director for more than 30 years, Rob leads our global expansion as managing director, having traveled extensively in his career working with international firms including William Wright Associates and Merrill Lynch. He is a graduate of Brigham Young University, and serves as a director of Mosaic Online in Orem, Utah.
Shameka serves as a director of several Bahamian companies. In addition to her work with us, she is a director of the Bahamas Financial Services Board, and a director and the Secretary General of The Bahamas Table Tennis Federation. She is a graduate of St. Thomas University in New Brunswick, Canada, and lectures for the General Securities Representative Series 7 course.
As a G7 country, Canada is one of the world's largest advanced economies. As Canada's largest city, Toronto is one of the world's largest capital markets. From our offices in the exclusive Yorkville neighbourhood we serve our international clients from the central pivot of financial technology development and strategic partners supplying custody, execution, and select advisory services.
Sean leads Mosaic Financial (Canada) Ltd., after 5 years in Nassau. He is a co-founder of Mosaic Exchange, chairman of the board of Oslo Global Corp., and an advisor to Mosaic Online and Cloud Carib, the Caribbean’s largest cloud computing firm. A distinguished member of Canada’s Institute of Corporate Directors, and a former national team rower, he has worked with national financial institutions including TD and the Toronto Stock Exchange.
Copyright © 2021 Mosaic Financial Ltd. - All Rights Reserved.
Any reproduction or distribution of this website, as a whole or in part, or the disclosure of the contents hereof, without the prior written consent of Mosaic Financial Ltd. is prohibited.
Mosaic Financial Ltd. is located in Nassau, The Bahamas, and is registered as a broker dealer with the Securities Commission of The Bahamas (SCB).
Mosaic Financial (Canada) Ltd. is located in Toronto, Ontario, and is applying for registration as an exempt market dealer with the Ontario Securities Commission (OSC).
Registration does not imply any specific level of skill or training and does not constitute an endorsement of the firm by OSC or SCB. Mosaic Financial Ltd. and Mosaic Financial (Canada) Ltd. (together "Mosaic Financial") transact business only in jurisdictions in which Mosaic Financial is properly registered or is excluded or exempted from registration.
Please note, the information provided on this website is for informational purposes only and investors should determine for themselves whether a particular service or product is suitable for their investment needs. Please refer to the disclosure and any offering documents for further information concerning specific products or services.
This site may contain forward-looking statements relating to the objectives, opportunities, and the future performance of the capital markets generally. Forward-looking statements may be identified by the use of such words as; “believe,” “expect,” “anticipate,” “should,” “planned,” “estimated,” “potential” and other similar terms. Examples of forward-looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of any particular investment strategy. All are subject to various factors, including, but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors affecting our firms’ operations that could cause actual results to differ materially from projected results. Such statements are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-looking statements. Prospective investors are cautioned not to place undue reliance on any forward-looking statements or examples. None of Mosaic Financial or any of its affiliates or principals nor any other individual or entity assumes any obligation to update any forward-looking statements as a result of new information, subsequent events or any other circumstances. All statements made herein speak only as of the date that they were made.
Certain hyperlinks or referenced websites on this site, if any, are for your convenience and forward you to third parties’ websites, which generally are recognized by their top level domain name. Any descriptions of, references to, or links to other products, publications or services does not constitute an endorsement, authorization, sponsorship by or affiliation with Mosaic Financial with respect to any linked site or its sponsor, unless expressly stated by Mosaic Financial. Any such information, products or sites have not necessarily been reviewed by Mosaic Financial and are provided or maintained by third parties over whom Mosaic Financial exercises no control. Mosaic Financial expressly disclaims any responsibility for the content, the accuracy of the information, and/or quality of products or services provided by or advertised on these third-party sites.
To submit a complaint, direct a letter to:
Mosaic Financial Ltd.
Caves Village Plaza, Building 6
West Bay Street
P.O. Box SP-63771
Nassau, NP, Bahamas
Mosaic Financial (Canada) Ltd.
2600 - 55 Avenue Road, Toronto, Ontario
CANADA M5R 3L2
The complaint does not need to follow a specific format. However, please provide your name, address, phone number, and email address.
If you are representing a complainant, provide the contact information for yourself, evidence of such representation such as a representation agreement, and information regarding the person/group that you are representing.
Please include a brief description of the nature of the complaint, including a chronology of events that leads up to the triggering point of the complaint, background information of the complaint, and any steps taken in an attempt to resolve your complaint and/or issues given rise to your complaint.
All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions, may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will either be suitable or profitable for a client’s portfolio. There are no assurances that the portfolio will match or outperform any particular benchmark.
Nothing provided herein constitutes tax advice. Individuals should seek the advice of their own tax advisor for specific information regarding tax consequences of investments. Investments in securities entail risk and are not suitable for all investors. This is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction.