Grow your wealth by maximizing your financial potential
We are a team of investment advisors offering high-end, personalized wealth management services. Our comprehensive approach includes portfolio management, private banking, financing and family wealth planning. We have developed innovative ideas and tools to create wealth and we believe all our clients are deserving of the time we take to find the unsuspected levers in their balance sheets.
With our passion for financial planning and the markets, we help a clientele of entrepreneurs, professionals, wealthy families and NPOs grow their wealth over the long term. To maximize their financial potential and exceed their goals, we draw on our complementary expertise, our best investment ideas and our network of specialists. And we benefit from the strength of BMO Private Wealth, one of North America’s leading full-service investment firms.
We offer 360º service
We think that when it comes to wealth management, it’s essential to consolidate all the components of your financial picture. We integrate all our clients’ needs into our analyses to maximize their time and to optimize our recommendations. And we include real estate assets in our strategies because there is no logical reason not to.
We’re committed to building long-term relationships
We think our clients choose us because they want integrated advice, not just execution of transactions. Our interests are aligned with theirs because we invest in the same companies. Like most of them, we are entrepreneurs, professionals and real estate investors. We speak the same language and we understand their risk appetite and financial independence goals. In brief, we manage our clients’ assets as if they were our own. And we make a point of providing an exceptional level of support.
Discover our approach