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.

Wealth Professional Awards 2026

Wealth Professional Awards

Winner of the 2026 Portfolio/Discretionary Manager of the Year – Wealth Professional Awards

Learn more

Vision, Planning and Guidance, VPG logo

The VPG Bulletin

Our monthly newsletter for an optimal Vision, Planning and Guidance of your family wealth.

Register for the VPG Bulletin.

Sign up now

Why do our clients choose us?

"We simplify the lives of our clients"

Francis Sabourin

Learn more

Laptop and mug outside

Follow us on social media

Wooden walkway over windy field

Tax & Estate Planning

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

Estate planning

Joint ownership: helpful or harmful?

Understanding joint ownership and getting the right advice can help you avoid surprises, complications, and costly mistakes in your estate plan.

Read more

Train arriving, symbolizing timely insights

Market Research

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

Market Ethos - 29 June 2026

Dollar drama

Forecasting currencies? Good luck. That being said, it is a zero-sum game in the really long term and sometimes factors all align in one direction.

Read more

Investor Strategy - July 2026

Technically speaking

The first half of the year has shown the market’s ability to navigate uncertainty. Despite periods of volatility, equity markets have continued to deliver solid gains.

Read more