OUR APPROACH

Plan First,
Invest With Purpose.

Everything begins with Discovery — a clear understanding of your goals, structures, and priorities.
From there, you receive either a focused investment proposal or a comprehensive wealth plan, depending on your needs.
Both paths lead to your personalized Investment Policy Statement (IPS) — the framework that guides how your portfolio is managed.

Two Pillars.
One Philosophy.

A simple, unified framework for managing your wealth.

Planning First.

Everything begins with Discovery

We start by understanding your financial picture and long-term objectives.

This clarity determines the right path forward :
• a focused investment proposal for clients who primarily need portfolio management.
• a comprehensive wealth plan for clients with broader planning needs.
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Disciplined Portfolio Management.

Your plan informs your IPS

The insights from Discovery — and from any planning work you choose to engage in
— are distilled into your personalized Investment Policy Statement (IPS).  Your IPS is the investment expression of your plan, guiding how your portfolio is constructed and managed.

Guided by this framework, we manage your portfolio with discipline, diversification,
and active oversight.
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GET STARTED

Book a meeting with
one of our advivors.

Palos’ team is comprised of exceptional and seasoned wealth advisors that build and oversee investment portfolios that meet your needs. 
Our team will connect you with the ideal advisor for your unique goals.

FAQ

Wrong text 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.

Wrong text 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.

Wrong Text 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.