The Maranger Group · BMO Nesbitt Burns
Your wealth. Considered in full.
Based in Toronto, we provide investment management and wealth planning for high net worth business owners, executives, and families.
When your wealth spans personal investments, corporate assets, and family responsibilities, each decision affects the others. We bring those decisions together, actively looking for tax strategies and structures across your broader wealth.
You may be growing a business, preparing for a sale, investing accumulated wealth, or taking responsibility for an inheritance. We start with your circumstances and what you want your wealth to make possible.
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Is there a better way?
A portfolio's return is only part of the picture. What remains available after tax, when you need the money, and how it supports your family matter too.
Our tax-planning work reaches beyond the investments we manage. We examine how your personal, corporate, trust, and estate arrangements fit together, looking for opportunities in how wealth is owned, financed, distributed, and transferred. Our team develops ideas with BMO specialists and brings recommendations to your accountant and lawyer for coordinated assessment and implementation.
Experience beyond the portfolio
Justin Maranger's CPA, CA, and CFA designations combine accounting and investment disciplines. As a corporate Controller, he was part of a team that took a company public on the TSX and through its subsequent sale. That experience informs his understanding of cash flow, capital allocation, and major business decisions.
Planning from the start
We bring wealth planning into every onboarding, so it helps guide the relationship from the beginning. We organize capital around near-term commitments, future opportunities, and the next generation, then build investment recommendations around those purposes.
A written plan before you commit
You can review your goals, current arrangements, and our proposed changes in a written plan before deciding to work together. We set out the financial implications, assumptions, costs, risks, and trade-offs so you can assess the recommendation.
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When wealth brings more decisions.
We typically work with individuals and families with $10 million or more in investable assets. The complexity of your circumstances, your planning needs, and the fit with our approach also matter.
Our existing client relationships include individuals and families in Canada, the United States, and England. Services depend on each client’s circumstances and applicable requirements.
Business owners
Before a sale, after a transaction, or while building the business: connect corporate capital, personal cash needs, and the life you want your wealth to support.
Executives and professionals
Bring compensation, concentrated holdings, accumulated investments, and future plans into one conversation, with attention to risk and tax considerations.
Families and inherited wealth
Connect today’s needs with tomorrow’s responsibilities. We help families prepare the second and third generations to understand their wealth, make informed decisions, and approach an eventual inheritance with confidence.
Explore the tax-planning questions →