Beyond
Portfolio Management

Wealth management is more than just portfolio management.
For clients with more complex needs, our portfolio managers can work with other professionals such as accountants, lawyers, financial planners, and estate planners on everything from tax strategies to succession planning
OUR APPROACH

Planning
that fits your life.

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.

From Planning to Portfolio Management

Your Priorities Guide Your Portfolio.

Your retirement timeline, income needs, business interests, and plans for transferring wealth inform your personalized Investment Policy Statement (IPS), which guides how your portfolio is managed. As your circumstances change, we revisit your planning priorities and reflect relevant changes in your IPS.

Investment Management

Working With Your Professionals.
A Coordinated Approach.

We work alongside your accountant, lawyer, and other professionals to connect your planning priorities with your investment strategy.
Where specialized tax, legal, estate, or insurance advice is needed, we coordinate with the appropriate professionals.

Bring Your Priorities Together.

Speak with a Portfolio Manager about your broader financial priorities and whether wealth planning would be useful for you.

OR REACH US AT:
T: +1 (514) 397-0188


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

FAQ

Wealth planning can help when several financial decisions need to work together, such as preparing for retirement, managing business and personal finances, or transferring wealth. Your Portfolio Manager can help you identify where planning would add clarity.

Yes. You can focus on a specific question, such as how much income you will need in retirement, or bring several priorities together in a comprehensive plan. We tailor the scope and level of detail to your needs.

Start with your goals and the questions you want to answer. Depending on the planning involved, we may need details about your income, expenses, assets, debts, business interests, or existing plans. Your Portfolio Manager will explain what to gather.

Your plan should evolve as your life changes. Retirement, a business sale, an inheritance, or a change in your family may be reasons to revisit it. Your Portfolio Manager can help you assess what needs updating and whether your investment strategy should change too. 

We work alongside your existing professionals. They provide specialized advice in their areas, while we help connect your planning priorities with your investment strategy. We discuss with you how to coordinate that work.