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
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We listen to our clients with empathy to offer solutions that meet their goals and respond to their concerns. In addition, we strive to offer an inclusive, caring workplace for our employees, as our success hinges on them.
A human touch
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Our agility helps us stay focused on our clients’ needs. We are free to choose the best solutions, and our total independence allows us to give advice with integrity, while remaining solely focused on creating long-term value.
Independence
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We believe that by continually fine-tuning our approach and honing our expertise, we can achieve outstanding results for our clients. We strive for excellence by elevating every aspect of our work and engaging the talents of all our employees.
Excellence
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We dare to think differently and remain open to new ideas to meet our clients’ evolving wealth management needs. Innovation is part of our DNA, and we’re determined to stay at the cutting edge of financial innovation.
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.
