OUR APPROACH

Clarity. Purpose.
Stewardship.

We help you navigate complexity, make confident decisions,
and manage your wealth with intention.
Assets Under Management
$ 0 M+

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Team Members
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Years Serving Clients
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OUR APPROACH

Plan First.
Invest with Purpose.

We begin by understanding your goals, your structures, your priorities. Depending on your needs, this leads to either a focused investment proposal or a comprehensive wealth plan. From there, your personalized Investment Policy Statement guides how your portfolio is managed.
Explore Our Approach

Two Pillars.
One Philosophy.

A simple, unified framework for managing your wealth.

OUR APPROACH

Clarity that Guides
Every Decision.

We help you bring order to complexity through thoughtful Discovery and planning across retirement, tax minimization, wealth transfer, business-owner needs, and more.
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OUR APPROACH

Disciplined. Diversified. Purpose-Driven.

Anchored by your personalized Investment Policy Statement, we build and manage your portfolio using a modern blend of traditional markets, alternatives, and active oversight.
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OUR APPROACH

Plan First.
Invest with Purpose.

We begin by understanding your goals, your structures, your priorities. Depending on your needs, this leads to either a focused investment proposal or a comprehensive wealth plan. From there, your personalized Investment Policy Statement guides how your portfolio is managed.
Explore Our Approach
OUR FUNDS

Strategies Designed
To Strengthen
Your Portfolio.

Explore our proprietary equity, fixed income, and alternative mandates — core building blocks used throughout our portfolio construction.
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INSIGHTS

Perspective That Informs
Better Decisions

Explore our proprietary equity, fixed income, and alternative mandates — core building blocks used throughout our portfolio construction.
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INSIGHTS

A Boutique,
Independent Wealth
Mangement Firm.

We serve affluent Canadians through a modern, integrated approach that combines
planning expertise with disciplined portfolio management.
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The Security
of Your Assets
is Our Top Priority

Integrity

Uphold high ethical standards and act with honesty, transparency, and professionalism in all your interactions.

Integrity

Uphold high ethical standards and act with honesty, transparency, and professionalism in all your interactions.

Integrity

Uphold high ethical standards and act with honesty, transparency, and professionalism in all your interactions.

Integrity

Uphold high ethical standards and act with honesty, transparency, and professionalism in all your interactions.

Integrity

Uphold high ethical standards and act with honesty, transparency, and professionalism in all your interactions.

Integrity

Uphold high ethical standards and act with honesty, transparency, and professionalism in all your interactions.

BOOK A MEETING

Ready to Start
a Conversation?

Speak with a Wealth Advisor and begin with clarity.
OR REACH US AT:
T: +1 (514) 397-0188


Place Ville Marie, #1670, Montreal,
Quebec H3B 2B6

FAQ

Palos Wealth Management is a Canadian wealth and investment management firm with over 20 years of experience providing innovative investment solutions. We specialize in active portfolio management, focusing on delivering high-performing investment strategies and consistent, risk-adjusted returns tailored to the needs of our clients.

Palos is registered as an adviser in the category of portfolio managers under the securities laws of all Canadian provinces and territories, and as an investment fund manager in the provinces of Ontario, Québec, and Newfoundland and Labrador. Palos is also registered as an exempt market dealer in Alberta, British Columbia, Ontario and Québec.

We don’t believe in a one-size-fits all approach and neither do our wealth advisors. We take pride in matching you with a financial professional that will create the right customized plan for you. Whether you want to align your investments with your personal ethics or you want to customize your portfolio, we are here to help. We value our clients and your feedback and have implemented improvements for effortless performance tracking thanks to client feedback.

Our clients’ assets are held at independent financial institutions, to securely custody and protect your assets. Palos has established partnerships for client custodial services with National Bank Independent Network, Fidelity Clearing Canada ULC, RBC Investor & Treasury Services and Interactive Brokers Canada Inc. We believe that our clients can have their custodial needs met and get the peace-of-mind of having their money and securities held at one of those financial institutions, while we focus on managing your investments. 

Palos is bound by a fiduciary duty to its clients, meaning we are legally obligated to act in your best interests at all times, and we take that responsibility seriously. We are committed to understanding each client’s unique goals and circumstances, and we strive to provide tailored solutions that align with those needs. Our advisors uphold the core principles of fiduciary duty: acting with care, integrity, and unwavering commitment to our clients’ best interests.