Network

Montreal

Network

Montreal

Founded in 1985 with a focus on North American markets, our team specializes in improving the financial performance of their clients' portfolios and providing advisory services on how to carry out investment strategies.

Our clients are sophisticated investors who are looking for more than just a financial advisor. They desire access to the best investment opportunities around the world and an experienced team that can help them achieve their life goals through finance. We provide an integrated approach to wealth management, focused on three key areas: investment management, strategic advice and tax planning.

Our team is made up of dedicated professionals who have a passion for investing and wealth management. We are committed to helping our clients achieve their goals through strategic asset allocation and prudent risk management. We are proud to be recognized by our clients for our personalized approach, and we work hard every day to continue providing them with the best possible experience.

We have an entire team providing independent asset managers with a level of service that helps them retain their clients. Our team provides customized advice on investment guidelines and investment allocations as well as thorough reviews of performance and regulatory compliance, so that you can continue to focus on your clients, while our experts manage your assets.

Services

What we offer

Our Montreal office can help you in multiple ways, whether you are an individual, an institution or a corporate entity

Wealth Management

Discretionary Management

We will build a portfolio that is aligned with your goals and values, and manage that portfolio at every stage. We will utilize our deep understanding of the markets to ensure we are making the best investment decisions for you each step of the way.

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Wealth Management

Advisory

You may prefer to have complete control of your investments. You might also need a partner for your strategy and to help you make sense of the giant amount of information guiding your decisions. We are here to partner with you through the journey.

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Wealth Management

Wealth Planning

Your wealth is a complex system of interconnected parts that need to be considered holistically to ensure your financial future is protected. We leverage decades of experience in developing customized solutions that take into account all aspects of your financial life: your individual circumstances and objectives, your family situation, how you want to use your assets, and how you envision your legacy will be passed on to future generations.

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Wealth Management

Independent Asset Managers

If you are an Independent Asset Manager and need to provide your Clients with services that are fast and with strong confidentiality, we are here for you. We can offer our full spectrum of asset servicing and advisory services for you and your Clients worldwide.

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