D’Amours Wealth Management

At D’Amours Wealth Management, we work closely with our clients to explore and identify issues that address their overall wealth planning needs. We help our clients formulate objectives, understand issues and strategies, and facilitate implementation of their goals. We understand the sensitive issues relating to family dynamics and wealth transfer and provide tailored solutions to help manage the complexity and legacy of our clients’ assets, in a holistic approach.

We want you to enjoy the confidence of knowing that a highly capable team is committed to providing you with a thoughtful and robust multi-asset portfolio strategy that is the standard amongst retail and institutional investors today – we bring this approach to our clients. Our primary focus is the construction of well-diversified portfolios that are designed to enhance performance and provide downside protection in all market environments.

At D’Amours Wealth Management, we are convinced that beginning with the financial planning process, using a goals-based approach, and ending with the investment solutions is best. We are trusted advisors to a select group of individuals who enjoy our expert, unbiased advice, and service. 

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Tax & Estate Planning
Strategies 

 

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

 

2024 year-end tax planning checklist

Make some key tax-planning and time sensitive steps before the end of the year and early in the new year to 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.

Market Ethos

9 December 2024
Tax loss selling: Not a lot on the naughty list
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25 November 2024
Gold lost its lustre?
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Investor Strategy

December 2024
Outlook 2025: Three in a row?
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