Continuing a unique heritage.

To reflect a distinctive philosophy, our integrated wealth management team is exclusively focused on serving and working with families and entrepreneurs who have accumulated great wealth, and seek a high level of personalized service. 

For more than 25 years, our Team has cultivated a philosophy of excellence, by providing a personalized approach, an exemplary attention to details as well as a proven expertise in wealth management. 

"Simplifying the lives of our clients" is at the core of our client centric culture. The benefit of our experience and expertise allows them to take advantage of the most important moments of their lives. 

2019 Wealth Professional Awards winner - Advisor of the year 2018 Portfolio Discretionary Manager of the year
2019 Global Advisor of the year  

 

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Francis Sabourin
 
"We simplify the lives of our clients"

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Tax & Estate Planning
Strategies 

 

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

 

2022 year-end tax planning checklist

Financial planning can be time sensitive. Make the most of your 2022 tax strategy with our tax planning checklist, highlighting key dates and strategies.

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Market research
Insights 

 

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

Market Ethos

27 March 2023
Stuck in a moment
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20 March 2023
It’s not 2008 all over again
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Investor Strategy

March 2023
Look through the zigs and zags
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