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.

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Why do our clients choose us?

"We simplify the lives of our clients"

Francis Sabourin

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Tax & Estate Planning

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

Taxes

Understanding the Alternative Minimum Tax (AMT)

The Alternative Minimum Tax’s (AMT) scope is expanding, and it could impact more Canadians than ever before.

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Market Research

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

Market Ethos - 17 February 2026

AI wrecking ball

As the AI wrecking ball moves from one industry to the next on even the slightest whiff of disruption, is this an opportunity or is the market right to drop -5, -10, -20%?

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Investor Strategy - February 2026

Same themes to start the year

The underlying foundation remains healthy and if the market pulls back enough could create an opportunity.

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