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Louis-Philippe Dufort
Julien Richard

Tel: 514-282-5937
Tel: 514-282-5935


1501 avenue McGill College
Bureau 3200
Montréal, QC
H3A 3M8

Most of our clients are business owners and their family who are seeking outstanding portfolio management and comprehensive wealth management. They also reach us for advices in corporate finance and business strategy as our team benefits from an expertise of more than 15 years in business banking,

We also help professionals from different background who wish to work with wealth management experts to accelerate their way to financial independence. We sit with them, build a customized financial plan, establish a saving strategy and managed their portfolio in order to reach their goals and respect their risk profil.

Finally, we also offer our expertise to non profit organizations (NPOs) who are seeking careful and institutional level portfolio management services. We aligned the investment strategy with their investment policy and with their needs in terms of cash flow and investment projects. We understand the reality of dealing with NPOs, risk management and investment policies and boards of directors as we had the chance to be the bankers of significant cultural organizations and research institute but also many charitable foundations and professional associations.

We are loyal to our clients and believes that always putting their interest first can only help us to succeed on the long run.