I
Onboarding
A measured intake that documents the family's balance sheet, structural realities, and the questions that prompted the inquiry. Nothing is moved or invested during this period.
Team
Advice that starts with understanding.
Structured to serve a limited number of families exceptionally rather than many families adequately.
Why BenchCap exists
A founding conviction.
Some of Canada's largest families run every part of their wealth as one integrated whole: investments, tax, estate and multi-generational planning held together in a single conversation, and for years I helped lead that work from within their family offices. I never accepted the idea that this kind of thinking should be available only to families wealthy enough to build an office around it. I started BenchCap to bring that same institutional discipline to families who don't have one: families who have built meaningful wealth, and deserve the same rigor the largest families simply assume.
FOUNDER
Josh Benchetrit
CFA · CPA · CA · CIPM
Prior to founding BenchCap, Josh spent over a decade advising on more than $5B in assets across large single and multi-family offices. He now leverages this extensive institutional background to deliver unconstrained, endowment-style portfolio design. By combining his deep proficiency in alternative assets with the agility and alignment of a boutique practice, Josh engineers bespoke strategies tailored to each client's unique legacy.
As a Chartered Financial Analyst (CFA), Josh brings global best practices in asset allocation and portfolio construction. As a Chartered Professional Accountant (CPA, CA), he views every investment through the critical lens of tax efficiency and financial structuring.
Outside the office, Josh lives in Toronto with his wife and their four children. He enjoys spending time with his family, travelling, and regularly plays tennis.
Associate
Jonathan Monsonego
BCOM
Jonathan is a finance professional with a Bachelor of Commerce in Finance from Concordia University's John Molson School of Business. He began his career in private credit before developing expertise across the alternatives landscape: including private equity, hedge funds, venture capital, and private credit. A CFA Level III candidate, Jonathan brings a bilingual (French/English) perspective to client relationships and is passionate about working with clients to help them achieve their financial goals and objectives.
How we work
The cadence of the relationship.
- II
Execution
A structured approach to executing on the objectives set out with the client and the action items identified through discovery. The principal stays personally engaged, moving each priority forward across the family's affairs.
- III
Reporting cadence
Monthly statements, quarterly written reviews and an annual planning conversation. The principal remains the direct point of contact at all times with personalized service; you do not pass through a service tier.