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.


New trust reporting rules proposed for this year

If you oversee a trust and have not been required to file T3 trust income tax and information returns with the Canada Revenue Agency in the past, you should be aware of the new federal reporting rules. Read this article for key information.

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Train arriving, symbolizing timely insights

Market research
Insights 

 

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

14 June 2021
Whistling by the graveyard
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31 May 2021
CAD - Powerful concurrence of factors
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June 2021
Investor Strategy: Commodity Supercycle - Unlikely
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