Clarity That Guides
Every Decision

Wealth planning begins with understanding — your goals, your structures, your priorities.

We bring simplicity to complexity and help you make thoughtful, informed decisions as your life evolves.
DISCOVERY

We start

by knowing you

A clear, focused conversation that reveals what matters most: your goals, finances, structures, and intentions.
Depending on your needs, this leads to either a focused investment proposal or a comprehensive wealth plan covering retirement, tax minimization, wealth transfer, and more.

Both outcomes provide the clarity needed to move into your IPS. Discovery provides the foundation
for every strategic decision.
COMPREHENSIVE WEALTH PLANNING

Depth tailored
to your needs.

When appropriate, we develop clear, specific plans across the key areas of your financial life. Whether you need one focused plan or a full multi-dimensional strategy, we tailor the level of depth to your situation.

Financial Plan

Clarity around cash flow, savings,
and long-term projections.

Retirement Plan

Confidence in your future income and lifestyle.

Estate & Legacy Plan

Structure, intention, and thoughtful transition of wealth.

Tax Plan

Strategies that integrate personal
and corporate considerations

Business Owner Plan

Support for entrepreneurs and professionals navigating complexity.

Insurance & Risk Protection

Protection for your family, your income, and your business.

Charles Marleau, CIM

Senior Wealth Advisor & Portfolio Manager

Charles Marleau is the co-founder and director at Palos, where he serves as Chief Investment Officer since 2021. Previously, Charles served as President and Chief Executive Officer of Palos from 2001 to 2021. He leads the management of the Palos Income Fund LP and the Palos Equity Income Fund, and he oversees all other Palos funds. A graduate of McGill University with a BA in Economics, Charles is a Chartered Investment Manager (CIM®) and a seasoned portfolio manager with deep expertise in macroeconomic analysis and market strategy. His contributions to Palos’ weekly investment committee meetings are integral to the firm’s research and risk management processes.

Charles has served on the boards of public and private companies and held roles such as honorary treasurer and board member for a prominent Canadian private school. Additionally, he served as a member of the Independent Review Committees (IRCs) for multiple funds

514-123-4567

pmarleau@palos.ca

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From Planning to Portfolio Management

Your Plan

Shapes Your IPS.

Your investment proposal or comprehensive plan is translated into your personalized Investment Policy Statement (IPS) — the blueprint that guides how your portfolio is managed

Investment Management

Begin with clarity.

Speak with a Wealth Advisor and start shaping your long-term strategy
OR REACH US AT:
T: +1 (514) 397-0188


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