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  

 

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"

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.


The emotional side of selling your business

While selling your business may make logical sense, as the sale gets closer you may experience unexpected feelings like regret, uncertainty and second-guessing. Working with a financial advisor and considering our four tips will help you anticipate seller’s remorse, rather than having to deal with it after the fact.

View article

 

Train arriving, symbolizing timely insights

Market research
Insights 

 

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

Market Ethos

9 August 2022
Why is the market so happy?
View article

25 July 2022
The future is bright for Japan
View article


 

Investor Strategy

August 2022
Second half off to a good start
View article