Discover why our clients trust us
Dufort Richard Group offers private advice for different types of investor. Our high-end portfolio management and wealth management services are especially suited to the following types of client:
Entrepreneurs and their families
With 15 years of experience in corporate banking, we round out our services with advice on business strategy and corporate finance.
We develop wealth management strategies that enable professionals to achieve financial independence sooner.
We offer prudent, institutional-calibre portfolio management and we’re well versed in the rigorous investment policies of NPO boards, as well as their cashflow and risk management requirements.
Real estate investors
We support them in identifying and analyzing opportunities and we know how to maximize their assets because our own investments are divided between real estate and equities.
We develop privileged, long-term relationships by providing an outstanding private wealth management experience; financial education is part and parcel of our culture and we share our knowledge with all generations.
What people say about us
“With their banking experience, they speak a language I understand and they’ve also got that rare ability to see the big picture.”
NICOLAS PINTO, ENTREPRENEUR
“They adapt their securities recommendations to my values and preferences. I like their no-pressure approach!”
JEAN-MICHEL GUILLOTTE, PHARMACY OWNER
“Our NPO status calls for careful consideration of risk management and a prudent investment approach. Julien and Louis-Philippe take these needs into account!”
NICOLAS GILL, EXECUTIVE DIRECTOR, JUDO CANADA
“What gave me confidence and decided to collaborate with them is their commitment, their business sense and their way of analyzing a situation. In addition to being investment advisors, they are also estate investors. They understand my reality and my way of thinking. In short, they are bright and passionate!
OLIVIER ABOUT, REAL ESTATE INVESTOR
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