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.


2021 year-end tax planning checklist

Effective wealth planning takes place throughout the year. However, you can take some key steps before the end of the year and early in the new year from a tax-planning perspective that can make a positive impact on your overall finances.

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Market research
Insights 

 

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

10 January 2022
How does a bull run end?
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13 December 2021
Top 10 of 2021
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January 2022
2021 Recap and 2022 Market Outlook
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