ABOUT US
We’re driven by a vision:
a world where everyone has the power
to achieve financial independence.
Our Mission
Do the right thing
We focus on doing the right thing for advisors, clients, employees and the community.
Get it done
We focus on getting things done for advisors, clients, and employees.
Our Culture
Palos Wealth Management is a wholly owned subsidiary of Palos Capital Corp. Palos Capital Corp. is a holding company that is comprised of a group of companies that include Palos Wealth Management, a portfolio manager licensed in Canada, Palos Management Inc., an investment advisor licensed in the U.S., which operates under the Palos Wealth USA brand, as well as Palos Private Capital, a merchant banking operation. Alternatively, if you have investment accounts (such as RRSPs and other accounts) that are based in Canada, but you no longer are, one of our cross-border wealth advisors can help you manage these accounts.
Our Corporate Structure
MEET THE TEAM
Our Leadership Team
Phillipe Marleau
CEO
Philippe Marleau has extensive financial services background spanning over 20 years. He co-founded and served as CEO of IOU Financial, a technology-based small business lender. Philippe currently serves on the boards of Palos, IOU Financial, and Grosvenor CPC. Previously, he served on the boards of GobiMin Inc. MAG Energy Solutions, Fountain Asset, and two capital pool companies.
Alain Lizotte
COO & CFO
Alain is responsible for the financial management and oversight, general administration and operations at Palos. He previously held leadership positions across different industries, including the roles of Head of Finance and Administration at Keops Technologies; Head of Operational Finances at Société de transport de Montréal; and Director of Operations at Quebecor Media. Alain graduated from Université du Québec à Montréal (UQAM), from which he holds an BBA in accounting as well as an MBA. He is a member of the Québec’s CPA Order.
Martin Picard
Vice President Legal Affairs & CCO
Martin has over 15 years of experience in the securities industry. Before joining Palos, he served as senior policy advisor with the Autorité des marchés financiers (AMF), leading policy initiatives for clearing houses and securities registered firms. He also served as Senior Legal Counsel for a bank-owned investment dealer. Martin holds a master’s degree in international management and a law degree from the Université de Sherbrooke. He was called to the Québec Bar in 2005.
Valerie Marquis
Director, Advisor Recruitment & Partnerships
Valérie Marquis brings passion, professionalism, and a commitment to excellence to the team. With a background in [industry or skill area], they play a key role in driving our mission forward. Whether it’s collaborating with colleagues, solving complex challenges, or contributing innovative ideas, [First Name] is a reliable and valued member of the team. Outside of work, they enjoy [optional hobby or fun fact].
Neha Seewooruttun
Compliance Analyst
[Full Name] brings passion, professionalism, and a commitment to excellence to the team. With a background in [industry or skill area], they play a key role in driving our mission forward. Whether it’s collaborating with colleagues, solving complex challenges, or contributing innovative ideas, [First Name] is a reliable and valued member of the team. Outside of work, they enjoy [optional hobby or fun fact].
Mathew Levitsky-Kaminski
Corporate Controller
Mathew has professional experience as an Assistant Controller in Manufacturing, as a Senior Auditor at Ernst & Young and as an Accounting Supervisor at the Maples Group. He has a solid track record in planning, executing and reporting on operational, financial and regulatory related matters. Mathew holds his CPA designation and is currently pursuing his MBA at Concordia University.
Léa Dib-Sawaya
Accounting Analyst
[Full Name] brings passion, professionalism, and a commitment to excellence to the team. With a background in [industry or skill area], they play a key role in driving our mission forward. Whether it’s collaborating with colleagues, solving complex challenges, or contributing innovative ideas, [First Name] is a reliable and valued member of the team. Outside of work, they enjoy [optional hobby or fun fact].
Pamela Czaffit
Administrative Coordinator
Pamela assumed the duties of administrative coordinator at Palos in 2010. She has over 15 years of experience in managing administrative tasks.
Marija Zivkovic
Director of Communication
Marija has professional experience in marketing and corporate communications, investment relations, strategy and business development, and operations. She is recognized by peers for creative thinking, negotiation skills, resolving operational issues and enhancing collaboration.
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.
