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. 

 

Our monthly newsletter for an optimal Vision, Planning, Guidance of your family wealth REGISTER FOR
THE VPG BULLETIN

Our monthly newsletter for an optimal Vision, Planning, Guidance of your family wealth REGISTER FOR
THE VPG BULLETIN

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.

 

2023 year-end tax planning checklist 

Take some key steps before the end of the year and early in the new year from a tax planning perspective to make a positive impact on your overall finances. 

View article

 

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Market research
Insights

 

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

Market Ethos

20 February 2024
The market’s not broken ... just riskier
View article

 

12 February 2024
Too much of a good thing?
View article

 

Investor Strategy

February 2024
­­Bulls vs bears
View article