Family Wealth, Managed and Simplified

Family wealth creates unique needs. We provide specialized resources to help manage those needs. We’re a full-service private wealth management practice for affluent families.

From wealth structuring and investment management to navigating the day-to-day nuances of your life and legacy, we address the complexities that come with wealth so you can focus on the things that matter most to you.

We want your wealth to empower you which is why we target goal-oriented results, not index-oriented returns. And we design a plan that aligns with your goals.

For 25 years, Mark Tetrault has helped elevate affluent individuals and their families in Montreal, Ottawa and Toronto through his keen market acumen and thoughtful approach. As a family wealth advisor, our team leverages a collaborative team of professionals from the legal, insurance, investment, estate, banking, business and tax disciplines to provide unparalleled support, planning, advice and resources for a select group of clients.

We’re stewards of family wealth. We understand transition and can ensure your values transfer alongside your legacy to the next generation. We’re honest in our advice, straightforward and transparent. We want you to know where you stand.

Family wealth, managed and simplified.

Wooden walkway over windy field

Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.


2020 year-end tax planning checklist
Our annual year-end tax-planning checklist is available with important updates, including tax implications of the federal government’s pandemic relief measures.
Start planning early for this unprecedented tax season. Find your checklist here.

View article

 

Train arriving, symbolizing timely insights

Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

29 March 2021
Value continues its comeback
View article

22 March 2021
Bonds still work
View article

 

April 2021
Investor Strategy: Another great quarter to be an investor
View article