Invest with Purpose.
Start Your Journey Today.

We help you navigate complexity, make confident decisions,
and manage your wealth with intention.

Assets Under Management
$ 0 M+

|

Years Serving Clients
0 +

|

Team Members
0

|

Portfolio Managers
0
OUR APPROACH

Your Wealth.
Managed Around You.

We start with a conversation about your goals and your finances.
Tell us what matters to you, and we’ll build a portfolio around it, guided by your personalized Investment Policy Statement.
Explore Private Wealth

Investment Management at the Core.
Planning When You Need It.

A simple, unified framework for managing your wealth.

INVESTMENT MANAGEMENT

Disciplined. Diversified.
Built Around You.

We actively manage your portfolio through independent research, diversified strategies, and ongoing risk oversight.
Start Investing →
WEALTH PLANNING

Support Beyond
Your Portfolio.

Wealth planning connects your broader financial priorities, from retirement to business ownership and transferring wealth.
Plan Ahead →
OUR TEAM

A Team Built Around
Expertise & Integrity.

A dedicated team commited to providing clarity, expertise, and long-term guidance.
Meet Our Team
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.
View Our Funds
NEWS & INSIGHTS

Perspectives That Inform
Better Decisions.

Market commentary, research, and investment insights from the Palos team to help you understand the developments shaping markets.
Read Our Insights
ABOUT PALOS

A Boutique Wealth & Investment Management Firm.

We serve individuals, families, corporations, and institutional clients. We help grow, sustain, and protect their wealth through disciplined investment management and personalized client service.

About Us
BOOK A MEETING

Ready to Start a Conversation?

Our team can connect you with a Portfolio Manager to discuss your investment needs.

FAQ

Palos Wealth Management is a Montreal-based wealth and investment management firm. With over 25 years of experience in wealth and asset management, we provide expert guidance and tailored strategies to help you build, grow, and protect your wealth. We specialize in active portfolio management to ensure your investments are always aligned with your goals.

Investment management is our core service. We build and manage your portfolio around your goals, financial circumstances, and risk profile. Wealth planning is available when you need help with broader financial priorities. We also manage a family of investment funds with different strategies for income, growth, and capital preservation.

We combine personal wealth management with the expertise of our own investment team of eight experienced Portfolio Managers. This brings independent thinking and disciplined research directly into how we manage your portfolio, with clear communication and transparency throughout the relationship.

We work with individuals, families, corporations, trusts, estates, charitable organizations, and institutional clients. Whether you are investing personally or on behalf of an organization or estate, we take the time to understand your objectives and the circumstances that shape your investment needs.

You can reach us through the contact forms on our website, email us at info@palos.ca, or call 514-397-0188. Our client relations team will answer your initial questions and help connect you with a Portfolio Manager to discuss your goals and investment needs.