Un multifamily office indépendant offrant une gamme complète de services financiers et de gestion d’actifs

An independent multifamily office offering a full range of financial and asset management services

We are an independent multifamily office in Montreal offering a full range of financial and asset management services. Our integrated expertise enables us to handle all aspects of wealth management, from financial and tax planning to portfolio management, accounting, family governance and philanthropy. We offer two complementary lines of service:

Who we are

WHAT SETS US APART

Our independence

We are proud to be completely independent from any financial institution. This gives us the agility to provide you with unbiased advice, as our interests are perfectly aligned with yours.

Our state-of-the-art tech tools

Our web portal uses advanced technology to give you an overview of all your financial assets. Updated in real time, your financial data is easy to track, compare and understand.

Our action-oriented approach

Beyond providing consultation services and advice, we are resolutely action-oriented and are known for our quick, effective execution of the strategies we recommend.

Our experienced and innovative team

We boast a rare combination of advisory experience through multiple market cycles and a culture focused on creativity and innovation.

One team to orchestrate all of your financial activities

Our approach relies on a holistic financial perspective and seasoned experts to protect and grow our clients’ wealth, while ensuring that their family values are preserved. Our quest for innovative, high-performance strategies fuels the creativity and know-how of our experts.

Our mission

Offer wealthy families a holistic financial management approach to preserve their legacy by recommending innovative, high-performance strategies on a completely independent basis.

Our values

A human touch

Independence

Excellence

Innovation

Our services

Non-discretionary management

Discretionary management

Portfolio supervision

Financial and planning

Accounting and tax filing 

Estate planning

Family governance

Philantropic strategy

Ethics and governance are part of our culture

We believe that integrity and transparency are the cornerstones of a family office. Our firm has adopted a strict code of ethics and governance rules to ensure absolute discretion and total transparency, qualities that are essential to sound wealth management.

In addition to our internal code of conduct and our policies and procedures manual, the firm, our officers and our employees are subject to the codes of conduct of the professional bodies that govern them.