Who We Help

Pro athletes

Collectively having well over 60 years of wealth management experience under our belts

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Entrepreneur / Business Owners

As a Corporate executive, you have much of the same responsibilities

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Corporate Executives

As a Corporate executive, you have much of the same responsibilities as a business owner

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Dealing with Divorce

Parting ways with a spouse can be an emotionally and financially difficult reality to face

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Charitable Giving Funds

As the co-founders of Montreal’s biggest gourmet charity gala, we understand the importance

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Cross-border Planning & Asset Management

We are a fully cross-border capable firm with the knowledge and ability to hold U.S. registered accounts for Americans living in Canada (401(k), IRA, Roth IRA, etc.)     Read more

What our Clients Have to Say

My family and I, through successive generations have been doing business with Scott for almost 40 years. That's a long time and is a real testament to his integrity. I value Scott and his team for their excellent advice, commitment to stewardship and their innovation in the field of wealth management.

– Mike M.

We are both very happy with the personal attention we receive whenever we have concerns about our investments, especially as we near retirement. Your reaffirming the need to continue a “growth” strategy, tempered with balanced diversification, was well appreciated.

– Jacques & Theresa

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