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
Strategies
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
Insights
Get the latest market insights and trends from our internal research experts.
Market Ethos - December 15, 2025
Ethos rewind: the year’s biggest themes
As is tradition, this final Ethos of the year takes a look back at the most popular editions based on clicks and views.
Investor Strategy - December 2025
Finish line in sight
We could argue a Santa Claus rally seems unlikely, considering it appears Santa came really early this year and already dropped presents into investment accounts.